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7300 State Hwy 121 Suite 300, Mckinney, TX 75070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2025-11-13 |
Branch Locations
7300 State Hwy 121 Suite 300, Mckinney, TX 75070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Mckinney | TX | 08/2011 | 09/2016 |
| Mml Investors Services, Llc | Beverly Hills | CA | 09/2016 | 02/2019 |
| Rtb Financial Group And Insurance Services, Llc | Mckinney | TX | 02/2021 | Present |
| Kingswood Wealth Advisors, Llc | Mckinney | TX | 06/2025 | 08/2025 |
| Rtb Capital Group, Llc | Mckinney | TX | 08/2020 | 03/2026 |
| Hardy Capital Investments Llc | Mckinney | TX | 04/2021 | 11/2021 |
| Rtb Wealth Advisors, Llc | Mckinney | TX | 10/2025 | Present |
| Unemployed | Mckinney | TX | 03/2019 | 01/2021 |
1) RTB Financial Group and Insurance Services, LLC; Not investment-related; Same address; Licensed insurance agent; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) 334 Baldwin LLC; Not investment-related; Plano, TX 75025; Owner; Entity established for ownership of rental property; Correspond as needed with the Management Company for the property; Less than 5% of time during the month. 3) Published author; Not investment-related; Plano, TX 75025; Book Sales of "Unleash Your Financial Powerhouse"; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-14 |
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