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121 Countryside Court Suite 140, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-03-15 |
Branch Locations
121 Countryside Court Suite 140, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Portfolio Advisors, Llc | Fort Worth | TX | 11/2010 | Present |
ANNETTE THOMPSON: N; ADD: 121 COUNTRYSIDE CT, SOUTHLAKE, TX 76092; NATURE: TRADITIONAL INSURANCE POS: AGENT START DATE:06/2005 NO.HR/MO:5-10; NO. HR/MO DURING SEC TRADING: 5-10; DUTIES: SALES AND SERVICE OF LIFE, FA, HEALTH, DI .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-06 |
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