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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-06-14 |
Branch Locations
5402 Holly Road Build. B, Suite 2108, Corpus Christi, TX 78411 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Texas Benefits, Llc | Corpus Christi | TX | 06/1998 | Present |
| Institutional Securities Corp | Dallas | TX | 03/2001 | 06/2017 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 06/2017 | Present |
1) South Texas Benefits, LLC., owner and agent, Also DBA Aspire Wealth Strategies, located at 5402 Holly Rd., Suite 2108, Bldg. B, Corpus Christi, Texas 78411. Insurance and investment related: markets life, health, and supplemental insurance products and retirement plans for businesses and individuals, sale of fixed and indexed annuities through various insurance companies. Spends approx. 40 hours per week during and after trading hours. Currently holds the following insurance licenses in Texas - General Lines Agent - life, accident, health, hmo; Life & Health Insurance Counselor. 2) Board member - Robin & Lou Carter Family Foundation - non-investment related; spend 2-3 hours per year at annual meeting; help make decisions on annual donation. 3) CORPUS CHRISTI ESTATE PLANNING COUNCIL POSITION: President NATURE: The Corpus Christi Estate Planning Council is a networking and continuing education organization for members of various professions that may be involved directly or indirectly in estate planning such as attorneys, accountants, trust officers, investment and insurance advisors. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2021 ADDRESS: P.O. Box 951, Corpus Christi TX 78403, United States DESCRIPTION: I am moving up from Vice President to President this month. New role will be to direct the monthly board of directors meeting and help plan the annual day of education to be held in May 2025. ASPIRE WEALTH STRATEGIES, Is Investment Related, DBA, Financial Professional, 2017-06-14,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-19 |
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