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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
| LA | RA | APPROVED | 2023-09-01 |
| NM | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
550 South Watters Road Suite 257, Allen, TX 75013 • 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 |
|---|---|---|---|---|
| Covenant Capital Advisors, Llp | Dallas | TX | 04/2002 | Present |
| Questar Asset Management | Minneapolis | MN | 06/2006 | 11/2016 |
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 11/2016 |
| Sagepoint Financial, Inc. | Richardson | TX | 11/2016 | Present |
| Osaic Wealth, Inc. | Allen | TX | 09/2023 | Present |
1) BRYAN CAMPER POSITION: Agent NATURE: Life insurance and long-term care insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2006 ADDRESS: 700 Central Expressway South, Suite 400, Allen TX 75013, United States DESCRIPTION: When applicable, provide life insurance or long-term care insurance solutions to clients to meet their goals and needs. 2) BRYAN CAMPER POSITION: Agent NATURE: Life insurance and long-term care insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2006 ADDRESS: 550 S Watters Rd, Suite 257, Allen TX 75013, United States DESCRIPTION: When applicable, provide life insurance or long-term care insurance solutions to clients to meet their goals and needs. 3) COVENANT CAPITAL ADVISORS POSITION: Wealth Manager NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2022 ADDRESS: 700 Central Expressway S, Ste 400, Allen TX 75013, United States DESCRIPTION: Insurance sales 4) COVENANT CAPITAL ADVISORS POSITION: Wealth Manager NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2022 ADDRESS: 550 S Watters Rd, Suite 257, Allen TX 75013, United States DESCRIPTION: Insurance sales 5) COVENANT CAPITAL ADVISORS, LLP POSITION: INSURANCE AGENT NON-INVESTMENT-RELATED. APPROXIMATELY 2 HOURS PER MONTH, OF WHICH ALL HOURS ARE DURING SECURITIES TRADING HOURS. START DATE: 01/20/2006, ADDRESS: 610 OLD CAMPBELL RD STE 112, RICHARDSON, TX 75080. DESCRIPTION: OFFERING FIXED ANNUITIES, DISABILITY, AND LIFE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-13 |
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