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2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-26 |
Branch Locations
2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Diego | CA | 01/2013 | 11/2018 |
| Fisher Investments | Plano | TX | 12/2018 | 03/2025 |
| Peak American Investment Advisors, Inc. | Plano | TX | 03/2025 | Present |
| Peak American Financial Group, Inc. | Plano | TX | 03/2026 | Present |
Peak American Financial Group, Inc.; investment-related; 2400 Dallas Parkway, STE 100, Plano, TX; insurance sales; Licensed Insurance Agent; started 3/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-29 |
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