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Benny Andrew Ynfante

Rook Strategies Wealth Management, Pllc

Robstown, TX

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Current Employers
Rook Strategies Wealth Management, Pllc

Robstown, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-22
  • TX RA
    APPROVED
    Since 2021-11-22

Branch Locations

Robstown, TX • 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
Mutual Of Omaha Insurance Company Corpus Christi TX 03/2014 08/2021
Mutual Of Omaha Investor Services Corpus Christi TX 01/2017 08/2021
Rook Strategies Wealth Management, Pllc Robstown TX 08/2021 Present
  • 03/2014 → 08/2021
    Mutual Of Omaha Insurance Company
    Corpus Christi, TX
  • 01/2017 → 08/2021
    Mutual Of Omaha Investor Services
    Corpus Christi, TX
  • 08/2021 → Present
    Rook Strategies Wealth Management, Pllc
    Robstown, TX
Previous Registrations
Other Businesses

INSURANCE AGENT FOR MUTUAL OF OMAHA. LIFE, HEALTH AND FIXED ANNUITIES

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-06-11
S65 Uniform Investment Adviser Law Examination 2018-03-27
  • S63 Uniform Securities Agent State Law Examination
    2018-06-11
  • S65 Uniform Investment Adviser Law Examination
    2018-03-27

View on SEC IAPD

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