Best Investors Account Sign in
Inactive

Gerrond Dallas Mckee

Lifeway Financial Corporation

Plano, TX

Claim This Profile
Current Employers
Lifeway Financial Corporation

One Legacy Town Center 7160 Dallas Parkway, Suite 520, Plano, TX 75024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-03-09
  • TX RA
    APPROVED
    Since 2016-03-09

Branch Locations

One Legacy Town Center 7160 Dallas Parkway, Suite 520, Plano, TX 75024 • 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
Lifeway Financial Corporation, Inc. Plano TX 07/2009 Present
  • 07/2009 → Present
    Lifeway Financial Corporation, Inc.
    Plano, TX
Previous Registrations
  • 2008-08-28 → 2009-03-20
    Stanford Family Office, Llc
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-26
  • S65 Uniform Investment Adviser Law Examination
    2008-08-26
Designations
Other Names
  • Dallas Mckee

View on SEC IAPD

Other Firms

VANGUARD ADVISERS, INC.
TTFCM LLC
BBAE ADVISORS LLC
PARADIGM GROUP
CAISHEN FINANCIAL
EVERGREEN WEALTH ADVISORS
EDWARD JONES
KICKING HORSE INVESTMENT MANAGEMENT, LLC

Other Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN
CLAYBORN PAUL MCCLINTON
BRIAN Michael STRANGE
Seth Gregory Downing
GEORGE ALBERT CENTENO
ERIC RAY FRANCIS

Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
PARADIGM GROUP · PLANO, TX

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor