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Dallas, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xspanse Consulting Firm | Plano | TX | 11/2023 | 05/2024 |
| Goldman Sachs | Irving | TX | 07/2019 | 10/2023 |
| United Capital Financial Advisers | Irving | TX | 07/2014 | 07/2019 |
| World Financial Group | Plano | TX | 07/2024 | Present |
| Analyticedge Finance | Plano | TX | 10/2023 | Present |
The business name is World Financial Group. The business is in Life Insurance and Annuities. I am appointed by them as an Agent. I am a 1099 contracted employee. Their address is 6400 C Street SW Cedar Rapids, IA 52499 The business sells life insurance and annuity based products, excluding variable annuity products or products that require a securities series 7 license. My position title is marketing trainee My relationship with this business is entirely separate from AnalyticEdge Finance as it relates to compensation. I leverage this position to provide me with access to life-insurance products offered through their back-office program so that if a client requires a product as part of their financial plan, then I am positioned to provide service. My relationship began July 2nd 2024. I devote less than five hours per month to this business. There is no hours devoted to securities trading as I am not authorized for securities trading with Transamerica or World Financial Group. I have no duties other than to sell life insurance products but only at my own discretion. I have no control or ownership stake in this work.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-09 |
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