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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-27 |
| MI | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED | 2024-03-07 |
Branch Locations
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dj Mean Gene | College Station | TX | 09/2000 | 12/2017 |
| Principal | College Station | TX | 03/2016 | 02/2018 |
| Princor Financial Services Corp | College Station | TX | 03/2016 | 02/2018 |
| Livewire Event Group | College Station | TX | 12/2017 | 06/2020 |
| Self Employed | College Station | TX | 08/2018 | 09/2019 |
| Jim Poe & Associates, Inc. | Fort Worth | TX | 02/2020 | 12/2021 |
| Self Employed | College Station | TX | 04/2018 | 07/2018 |
| Principal Securities | College Station | TX | 05/2016 | 02/2018 |
| Trs Advisors, L.L.C. | Forth Worth | TX | 02/2020 | 12/2021 |
| Mbl Insurance Agency Dba Dfw Retirement Planners | Fort Worth | TX | 02/2020 | 12/2021 |
| The Vanguard Group, Inc. | Dallas | TX | 12/2021 | 06/2023 |
| Dj Mean Gene | Plano | TX | 06/2022 | Present |
| Altitude Capital Management Llc | Des Moines | IA | 03/2024 | Present |
NAME OF BUSINESS: John Eugene Perez Property/Casualty Insurance INVESTMENT RELATED ADDRESS (City/State): Plano, TX NATURE OF BUSINESS: Insurance Agent Licensed POSITION: Insurance Agent Licensed START DATE: 1/26/2001 APPROX. HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Maintaining licenses only. NAME OF BUSINESS: John Eugene Perez Life/Health Insurance INVESTMENT RELATED ADDRESS (City/State): Plano, TX NATURE OF BUSINESS: Insurance Agent Licensed POSITION: Insurance Agent Licensed START DATE: 5/16/2003 APPROX. HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Maintaining licenses only. NAME OF BUSINESS: DJ Mean Gene NON-INVESTMENT RELATED ADDRESS (City/State): Plano, TX NATURE OF BUSINESS: Retail/Service POSITION: Owner START DATE: 06/2022 APPROX. HOURS/MONTH: 16 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Disc jockey service playing music for venues and private engagements.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-04 |
| S65 | Uniform Investment Adviser Law Examination | 2006-04-19 |
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