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2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services, Inc. | Overland Park | KS | 07/2013 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 01/2015 | 09/2016 |
| Summit Brokerage Services, Inc. | Canton | TX | 09/2016 | 02/2017 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 02/2017 |
| Dominion Investor Services, Inc. | Horseshoe Bay | TX | 02/2017 | 06/2023 |
| Dominion Portfolio Management, Inc. | Horseshoe Bay | TX | 02/2017 | 02/2020 |
| Hester And Company, Pc | Canton | TX | 01/2013 | Present |
| Dominion Portfolio Management, Inc. | Horseshoe Bay | TX | 02/2022 | Present |
| Calton & Associates, Inc. | Canton | TX | 06/2023 | Present |
1. LAUREN H. JASON; NOT INVESTMENT RELATED; 951 W. DALLAS STREET, CANTON, TEXAS 75103; INSURANCE SALES, AGENT; BEGAN 2013; 10 HOURS PER MONTH 2. HESTER & COMPANY PC; NOT INVESTMENT RELATED; 951 W. DALLAS ST., CANTON, TX 75103; ACCOUNTING AND TAX PREPARATION; CPA; BEGAN 01/01/2013, NOW KNOWN AS HESTER JASON, PC; 80 HOURS PER MONTH INCLUDING DURING TRADING. 3. DBA TRANSWORLD BUSINESS ADVISORS; (TALISMAN BUSINESS ADVISORS, LLC); NO INVESTMENT RELATED; 951 W. DALLAS, CANTON, TX 75103; REAL ESTATE AND ASSET MARKETING SERVICES; BEGAIN IN 2016; 25 HOURS PER MONTH INCLUDING DURING TRADING; REAL ESTATE AND ASSET SALES 4. DBA CLEARMARK FINANCIAL AND INSURANCE SERVICES, LLC; INVESTMENT RELATED; 951 W. DALLAS STREET, CANTON, TX 75103; INSURANCE SALES; AGENT, BEGAN 2017; 10 HOURS PER MONTH INCLUDING DURING TRADING; FIXED ANNUITY AND PROPERTY AND CASUALTY SALES. 5. DBA FOUR TREES REAL ESTATE SERVICES, LLC; NOT INVESTMENT RELATED; 951 WEST DALLAS STREET, CANTON, TX 75103, REAL ESTATE SALES, BEGAN IN 2017; 10 HOURS PER MONTHH INCLUDING DURING TRADING REAL ESTATE SALES. 6. LHJ FINANCIAL SERVICES, PLLC, NOT INVESTMENT RELATED, 951 W. DALLAS ST., CANTON, TX 75103, ACCOUNTING AND TAX CONSULTATION, CPA, BEGAN 07-01-2015, 80 HOURS PER MONTH. 7. BISON CREEK MANAGEMENT SERVICES, LLC DBA FOUR POINTS RANCH, NOT INVESTMENT RELATED, 951 W. DALLAS STREET, CANTON, TEXAS 75103, FARM AND RANCH-CATTLE AND HAY, BEGAN 2020, 40 HOURS PER MONTH. 8. CANTON LITTLE DRIBBLERS BOARD OF DIRECTORS-MEMBER-2.0 HRS A MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-07 |
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