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Gainsville, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-30 |
| CO | RA | APPROVED | 2019-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Colorado Springs | CO | 01/2016 | 07/2018 |
| Park Avenue Securities Llc | Colorado Springs | CO | 01/2016 | 07/2018 |
| Guardian Life Insurance Company | Peyton | CO | 07/2018 | 12/2018 |
| Park Avenue Securities | Peyton | CO | 07/2018 | 01/2019 |
| Guardian Insurance Company | New York | NY | 03/2008 | 12/2018 |
| Park Avenue Securities | New York | NY | 03/2008 | 01/2019 |
| Lacy Cronkhite & Company Inc, Dba Cronkhite Wealth Strategies | Peyton | TX | 07/2017 | Present |
Alesia Jeanne Cronkhite is a licensed insurance agent. From time to time, she will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Lacy Cronkhite & Company Inc, DBA Cronkhite Wealth Strategies always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Lacy Cronkhite & Company Inc, DBA Cronkhite Wealth Strategies in their capacity as a licensed insurance agent. Alesia Jeanne Cronkhite is the owner of Texas Ranch, a 103 acre property co-owned with her brother. She owns 79.2% of the property and is Trustee to the remaining portion of the property. The ranch is the home of Red River Border Collies a sole proprietorship that is owned and operated by Alesia Jeanne Cronkhite. Her responsibilities include general ranch management, livestock and animal care, property and facility management, breeding and training activities, and oversight of the day to day agricultural operations. Approximately 30% of her time is spent on these activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-14 |
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