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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-08 |
Branch Locations
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Planners Of America | Plano | TX | 06/2012 | 05/2024 |
| Amc Wealth Management, Llc | Frisco | TX | 06/2024 | 02/2025 |
| Inspire Advisors, Llc | Frisco | TX | 04/2025 | Present |
?05/2021 Independent Licensed insurance Agent; Investment Related; Frisco; TX; Life Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-30 |
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