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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-03 |
Branch Locations
18756 Stone Oak Parkway Suite 200, San Antonio, TX 78258 • United States
18756 Stone Oak Parkway, Suite 200, San Antonio, TX 78258 • United States
6020 East Fulton, Ada, MI 49301 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 07/2014 | 12/2016 |
| American Prosperity Group | San Antonio | TX | 06/2014 | 12/2016 |
| Concordia Investments Llc | San Antonio | TX | 12/2013 | Present |
| The Society For Financial Awareness | San Diego | CA | 04/2015 | 09/2019 |
| Usa Financial Securities | Ada | MI | 01/2017 | Present |
1) EVEREST RETIREMENT PLANNERS LLC - 18756 STONE OAK PARKWAY, SUITE 200, SAN ANTONIO, TX 78258. STARTED 03/12/2018. MARKETING OF FINANCIAL PLANNING SERVICES, INSURANCE AND ANNUITY SALES. WEALTH MANAGEMENT AND LEGACY PLANNER. INVESTMENT RELATED. 160 HOURS PER MONTH DEVOTED TO BUSINESS. 160 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) CONCORDIA INVESTMENTS, LLC - 18756 STONE OAK PARKWAY, SUITE 200, SAN ANTONIO, TX 78258. STARTED 06/2/2014. MEMBER. MARKETING OF ADVISORY SERVICES. NO COMPENSATION. NOT INVESTMENT RELATED. 10 HOURS PER MONTH DEVOTED TO BUSINESS. 10 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-29 |
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