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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-03 |
Branch Locations
3415 Mcniel Ave Suite 104, Wichita Falls, TX 76308 • United States
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 |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 08/2010 | 10/2018 |
| Questar Asset Management | Minneapolis | MN | 08/2010 | 10/2018 |
| Fortune Financial Services, Inc. | Monaca | PA | 10/2018 | Present |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 11/2018 | Present |
| Pulley Insurance & Financial Service | Wichita Falls | TX | 09/2010 | Present |
__1__PULLEY INSURANCE & FINANCIAL SERVICE. POSITION: Agent. NATURE: Insurance Agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/01/2010 ADDRESS: 3415 McNiel Ave, Suite 104, Wichita Falls TX 76308, United States DESCRIPTION: Sales and service of life insurance products. __2__RENTAL PROPERTY. POSITION: Landlord. NATURE: Rent a home to our niece and her family. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 08/26/2013 ADDRESS: 331 Hays St, Ada OH 45810, United States DESCRIPTION: Pay taxes and insurance. __3__JIM B PULLEY. POSITION: Author. NATURE: Authored "Love, Loneliness, Abuse and Murder." INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/23/2013 ADDRESS: 3415 McNiel Ave, Suite 104, Wichita Falls TX 76308, United States DESCRIPTION: Marketing sales of book. _4_PULLEY INSURANCE & FINANCIAL SERVICE. POSITION: Agent. NATURE: Work with attorneys and CPA's who identify clients for whom trust owned life insurance may be appropriate. Premium Financing is offered through a variety of providers. I use NIW out of Dallas, TX. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/21/2017 ADDRESS: 3415 McNiel Ave, Suite 104, Wichita Falls TX 76308, United States DESCRIPTION: Explain the life product to the clients, and service the accounts whenever necessary. Client reviews, assist with requests for life insurance related data. __5__ IAR with Prosperity Wealth Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-01 |
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