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200 W. Hwy 6 Suite 330, Waco, TX 76712 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-19 |
Branch Locations
200 W. Hwy 6 Suite 330, Waco, TX 76712 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chad Castle Inc Dba Castle Investor Coaching | Waco | TX | 05/2008 | 07/2018 |
| Wealth Watch Advisors Llc | Rockledge | FL | 05/2016 | 03/2017 |
| Regal Investment Advisors, Llc | Kentwood | MI | 04/2017 | 09/2019 |
| Brookstone Wealth Advisors, Llc | Waco | TX | 09/2019 | Present |
| Nurture Wealth Advisors Llc Dba Nurture Wealth Tax Pros | Waco | TX | 01/2014 | 12/2021 |
| Nurture Wealth Insurance Agency Llc Dba Nurture Wealth | Waco | TX | 01/2011 | Present |
| Simplicity Group Inc. | Summit | NJ | 06/2022 | Present |
| The Prepare Institute | Wheaton | IL | 10/2018 | 12/2021 |
| The Momentous Group | Waco | TX | 01/2020 | 06/2022 |
| Winnow Wealth, Llc | Waco | TX | 01/2022 | Present |
SIMPLICITY GROUP INC.; INVESTMENT RELATED; 86 SUMMIT AVENUE, SUITE 303, SUMMIT, NJ 07901; INSURANCE MARKETING; PARTNER; STARTED 06/2022; 40 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; RECRUIT AND TRAIN INSURANCE AGENTS TO SELL INSURANCE PRODUCTS. NURTURE WEALTH INSURANCE AGENCY LLC DBA NURTURE WEALTH; INVESTMENT RELATED; 200 W. STATE HWY 6, SUITE 330, WACO TX 76712; INVESTMENT ADVISORY AND INSURANCE; OWNER/PARTNER; STARTED 01/2011; 80 HOURS/MONTH DEVOTED; 80 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY SERVICES AND INSURANCE SALES. NO ACTIVE BUSINESS. Independent Licensed Insurance Agent through various carriers. Investment related; 200 W HWY 6 SUITE 330, WACO, TX 76712; Start Date: 06/1995. Selling various insurance policies: Life, Long-Term Care, Disability, Annuity. Approximately 10 hrs/ month all during trading. Adjunct Professor at McLennan Community College. 1400 College Drive Waco, TC. 76708. 4 hours per month, Teaching finance course and or seminar type classes at the community college.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-26 |
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