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Paula Turnbull Knox

S&S Wealth Management

Grand Prairie, TX

CRD 6250805

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Employer firm

S&S Wealth Management CRD 130652

$154M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • PERSONAL MONEY MANAGEMENT COUNSELING/FINANCIAL ANALYSIS

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

Current Employers
S&S Wealth Management

2505 N. Highway 360 Suite 490, Grand Prairie, TX 75050-7825 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-11-15
  • TX RA
    APPROVED
    Since 2013-11-15

Branch Locations

2505 N. Highway 360 Suite 490, Grand Prairie, TX 75050-7825 • 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
S&S Wealth Management Lp Grand Prairie TX 04/2013 Present
Self Highland Village TX 07/2012 Present
  • 04/2013 → Present
    S&S Wealth Management Lp
    Grand Prairie, TX
  • 07/2012 → Present
    Self
    Highland Village, TX
Other Businesses

DUBH GLAS INC D.B.A. FIBRENEW OF DENTON. NON-INVESTMENT RELATED, BUSINESS ADDRESS: 3104 SOUTHWOOD DR. HIGHLAND VILLAGE, TX 75077 DUBH GLAS INC IS A PRIVATELY OWNED CORPORATION.POSITION: VICE PRESIDENT/SECRETARY/TREASURER START DATE:02/21/2013 HOURS DEVOTED TO BUSINESS: 30/MONTH. NATURE OF BUSINESS: FIBERNEW OF DENTON IS A MOBILE REPAIR BUSINESS SERVICING HOME FURNISHINGS, MARINE, AUTOMOTIVE AND AVIATION INDUSTRIES. DUTIES: BOOKKEEPER AND PAPERWORK. HUSBAND'S BUSINESS. ALSO, NON-INVESTMENT RELATED, SELF-EMPLOYED RIDING INSTRUCTOR ADDRESS: 3104 SOUTHWOOD DR, HIGHLAND VILLAGE, TX 75077 15 HOURS PER MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-15
  • S65 Uniform Investment Adviser Law Examination
    2013-11-15

View on SEC IAPD

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