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1130 E. Sonterra Blvd, Suite 130, San Antonio, TX 78258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-19 |
Branch Locations
1130 E. Sonterra Blvd, Suite 130, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc | San Antonio | TX | 04/2013 | 10/2017 |
| Futurity First Insurance Group | San Antonio | TX | 04/2013 | Present |
| Sequent Planning, Llc | San Antonio | TX | 09/2017 | Present |
| Cornermen Financial, Llc | San Anthonio | TX | 02/2022 | Present |
FUTURITY FIRST INSURANCE GROUP POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 25 START DATE: 04/18/2013 ADDRESS: 100 NE LOOP 410 SAN ANTONIO TX 78213 DESCRIPTION: INSURANCE SALES DIETEL RANCH MANAGEMENT, INC. POSITION: MINORITY MANAGING DIRECTOR NATURE: RANCHING & HUNTING INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 05/01/2012 ADDRESS: 1423 COUNTRYSIDE BEND, FREDERICKSBURG TX 78624 DESCRIPTION: BASIC RANCHING AND HUNTING OPERATIONAL DUTIES DIETEL & SON PRINTING, INC. POSITION: SON OF THE OWENER NATURE: PRINTING AND ADVERTISING SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2015 ADDRESS: 105 N. MILAM STREET, FREDERICKSBURG TX 78624 DESCRIPTION: SELLS ADVERTISING SPECIALTIES AND PRINT EVERYTHING FROM BUSINESS CARDS TO INVITATIONS TO BOOKS TO INVOICESMY TIME IS DEVOTED TO THE STRATEGIC DEVELOPMENT OF THE COMPANY'S MARKETING PLAN. MHD FINANCIAL LLC - VP/CFO/PART OWNER ADDRESS: 100 NE LOOP 410 SAN ANTONIO TX 78213. DUTIES: FINANCIAL CONTROLS AND DIRECTION FOCUSING ON BRAND DEVELOPMENT AND OPERATIONS. TIME SPENT: 10-25%, 5-20% DURING TRADING HOURS. Owns a 501(c)(3) Financial Education Institute which hosts a class; 'The Guide to Retirement Planning'. Teaches the class in office or through ISD in San Antonio Area. No revenue generated from this outside business activity. He spends approximately 10% of time spent on this outside business activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-23 |
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