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940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-02-24 |
| TX | RA | APPROVED | 2016-06-13 |
Branch Locations
6633 Oak Hill Blvd Suite 100, Tyler, TX 75703 • United States
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Income Portfolio Strategies | Tyler | TX | 05/2013 | Present |
Potpourri House- Professional networking group. Attend weekly meetings and network with other business professionals in the area. No compensation and takes less than 1% of time during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-13 |
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