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2626 Cole Avenue Suite 300, Dallas, TX 75204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-07-02 |
Branch Locations
2626 Cole Avenue Suite 300, Dallas, TX 75204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson Financial Services Llc | Dallas | TX | 04/2010 | Present |
| Unum | Dallas | TX | 05/2010 | Present |
UNUM, NON-INVESTMENT RELATED, DALLAS TX, INSURANCE COMPANY. BENEFIT COUNSELOR, 5/31/2010, APPROXIMATELY 8 HRS PER MONTH, WITH 7 HRS PER MONTH DURING TRADING HOURS. GROUP AND ONE-ON-ONE FINANCIAL COUNSELING PROVIDED TO EMPLOYEES OF UNUM CLIENTS REGARDING AVAILABILITY OF EMPLOYEE BENEFITS THROUGH THEIR EMPLOYER. JACKSON FINANCIAL SERVICES LLC, NON INVESTMENT-RELATED, DALLAS, TX. CPA STARTING 4/26/2010 AND LIFE AND HEALTH INSURANCE AGENT STARTING 6/19/2017, 35-40 HOURS PER MONTH, WITH 20-25 HOURS PER MONTH DURING TRADING HOURS. INDIVIDUAL AND BUSINESS TAX COMPLIANCE AND SALE OF INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-13 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
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