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San Antonio, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-03 |
| IL | RA | APPROVED | 2010-08-16 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Retirement Planning Center Of Norther Il | Gurnee | IL | 03/2001 | 07/2019 |
| Sound Money Management, Inc. (154752) | San Antonio | TX | 08/2010 | Present |
NON PRACTICING CPA INDEPENDENT INSURANCE BROKER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-14 |
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