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Garrett Mclain Pool

Access Financial Group, LLC

Mount Vernon, TX

Katy, TX

CRD 6204513

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Employer firm

Access Financial Group, LLC CRD 312084

$39.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Access Financial Group, Llc

1981 County Road Se 4250, Mount Vernon, TX 75457 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-01-11
TX RA APPROVED 2021-09-20
  • LA RA
    APPROVED
    Since 2022-01-11
  • TX RA
    APPROVED
    Since 2021-09-20

Branch Locations

1981 County Road Se 4250, Mount Vernon, TX 75457 • United States

Katy, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2013 08/2021
Access Financial Group, Llc Katy TX 09/2021 Present
Previous Registrations
  • 2013-10-07 → 2021-08-26
    Colleyville, TX
    Grapevine, TX
    Colleyville, TX
    St Louis, MO
    Keller, TX
    Borger, TX
Other Businesses

"Don McLain Family Limited Partnership Type of business: FRM Leases, Mineral Royalty Gruver, TX Start date: 1/1/2003 LPT Hours per week: 0 Hours during trading: 0" Fort Worth Basketball Officials Association Officiating Arlington, TX Start date: 11/13/2014 Referee Hours per week: 8 Hours during trading: 0 I will be refereeing high school basketball games 2 nights a week. I decide which games I can do and not do as well as set my availability. Fort Worth Basketball Officials Association Officiating Arlington, TX Start date: 11/13/2015 Referee Hours per week: 4 Hours during trading: 0 I will be refereeing high school basketball games 2 nights a week. I decide which games I can do and not do as well as set my availability. Family Limited Partnership FRM Leases, Mineral Royalty Gruver, TX Start date: 1/1/2003 LPT Hours per week: 0 Hours during trading: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-08
  • S66 Uniform Combined State Law Examination
    2013-08-08

View on SEC IAPD

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