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1204 Bent Oaks Ct. Ste. 120, Denton, TX 76210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-06 |
Branch Locations
1204 Bent Oaks Ct. Ste. 120, Denton, TX 76210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Highland Village | TX | 05/2015 | 07/2017 |
| Jpmorgan Securities Llc | Highland Village | TX | 05/2015 | 07/2017 |
| Securities Management Research, Inc. | Denton | TX | 07/2017 | 06/2023 |
| Bfc Planning, Inc. | Denton | TX | 07/2017 | Present |
| Team Hays Inc. Dba Distinct Financial Solutions | Denton | TX | 06/2023 | Present |
1. AMERICAN NATIONAL INSURANCE-Y-DENTON, TX-INSURANCE-AGENT-07/2017-80-06-OFFERING COMPREHENSIVE INSURANCE SOLUTIONS. 2. DISTINCT FINANCIAL SOLUTIONS-Y-DENTON, TX-INVESTMENTS-REGISTERED REPRESENTATIVE-07/2017-160-40-DBA NAME FOR FINANCIAL SERVICES TO CLIENTS. 3. B&M REAL ESTATE GROUP, LLC-N-DENTON, TX-REAL ESTATE-MANAGING PARTNER-12/2015-5-0-BUYING AND SELLING RESIDENTIAL REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-03 |
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