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Eric Edward Wolfe

Succession Financial, Inc

Mckinney, TX

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Current Employers
Succession Financial, Inc

300 E. Davis Street Ste. 152, Mckinney, TX 75069 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-27
  • TX RA
    APPROVED
    Since 2025-06-27

Branch Locations

300 E. Davis Street Ste. 152, Mckinney, TX 75069 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ids Life Insurance Company Richardson TX 04/1996 11/2016
American Express Financial Advisors Inc. Richardson TX 04/1996 11/2016
Wealthstar Advisors, Llc Plano TX 11/2016 02/2026
Succession Financial, Inc. Mckinney TX 10/2018 Present
  • 04/1996 → 11/2016
    Ids Life Insurance Company
    Richardson, TX
  • 04/1996 → 11/2016
    American Express Financial Advisors Inc.
    Richardson, TX
  • 11/2016 → 02/2026
    Wealthstar Advisors, Llc
    Plano, TX
  • 10/2018 → Present
    Succession Financial, Inc.
    Mckinney, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-05-20
  • S63 Uniform Securities Agent State Law Examination
    1996-05-20
Designations

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · McKinney, TX
CETERA INVESTMENT ADVISERS LLC · MCKINNEY, TX
EDWARD JONES · MCKINNEY, TX
CETERA INVESTMENT ADVISERS LLC · MCKINNEY, TX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MCKINNEY, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MCKINNEY, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · McKinney, TX
LPL FINANCIAL LLC · MCKINNEY, TX

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