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9350 South Dixie Highway Suite 1560, Miami, FL 33156 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-20 |
Branch Locations
7301 Sh 161, Suite 100, Irving, TX 75039 • United States
9350 South Dixie Highway Suite 1560, Miami, FL 33156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 05/2017 |
| Trpc Advisory Services, Inc. | Grapevine | TX | 02/2019 | Present |
| Vantage Benefits Administrators Inc. | Dallas | TX | 05/2017 | 10/2017 |
| Unemployed | North Richland Hills | TX | 11/2017 | 12/2017 |
| United Retirement Plan Consultants, Inc. | Dublin | OH | 01/2018 | 02/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-23 |
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