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2800 S. Hulen Suite 208, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-01-01 |
Branch Locations
2800 S. Hulen Suite 208, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Wealth Management, Llc | Ft. Worth | TX | 09/2007 | Present |
| Premier Life Planning | Ft. Worth | TX | 01/1987 | Present |
PREMIER LIFE PLANNING;NON-INVESTMENT RELATED;FT. WORTH, TX;TAX AND INSURANCE SALES;OWNER/PRESIDENT;01/1987;80 HRS/MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-13 |
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