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3500 Oak Lawn Ave Ste 400, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Institutional Securities Corp | Dallas | TX | 06/2016 | Present |
| Doucet Asset Management | Birmingham | AL | 07/2016 | Present |
1) Insurance Brokerage DBA Brian Haselden, investment related, 3500 Oak Lawn Ave, Ste 400, Dallas TX 75219, insurance agent. start date 07/15/2013. hours spent on activity per month: 100; hours spent on activity per month during trading hours: 100. Duties: sales and service of insurance products for multiple carriers. 2) Planner's Resource, started July 2016, fixed life insurance brokerage for non-ISC Group licensed agents. spends about 5% of time during and after trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-14 |
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