Best Investors Account Sign in
Inactive

Elizabeth Shurtz

Keener Financial Planning

Keller, TX

Claim This Profile
Current Employers
Keener Financial Planning

1692 Keller Parkway, Keller, TX 76248 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-23
  • TX RA
    APPROVED
    Since 2022-06-23

Branch Locations

1692 Keller Parkway, Keller, TX 76248 • 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
Keener Financial Planning, Llc Keller TX 05/2014 04/2018
Td Ameritrade, Inc. Southlake TX 04/2018 08/2018
Keener Financial Planning, Llc Keller TX 04/2022 Present
Unemployed Southlake TX 08/2018 04/2022
  • 05/2014 → 04/2018
    Keener Financial Planning, Llc
    Keller, TX
  • 04/2018 → 08/2018
    Td Ameritrade, Inc.
    Southlake, TX
  • 04/2022 → Present
    Keener Financial Planning, Llc
    Keller, TX
  • 08/2018 → 04/2022
    Unemployed
    Southlake, TX
Previous Registrations
  • 2018-05-08 → 2018-08-31
    Td Ameritrade Investment Management, Llc
    Southlake, TX
  • 2014-11-03 → 2018-04-09
    Keener Financial Planning
    Keller, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-05
  • S65 Uniform Investment Adviser Law Examination
    2014-06-05
Designations
Other Names
  • Elizabeth Brockett

View on SEC IAPD

Other Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
INTEGRITY ALLIANCE, LLC.
J.P. MORGAN SECURITIES LLC
FROST INVESTMENT SERVICES
BLACK SEA INVESTMENT GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Melissa Sue Miller
Clayton Edwards
Rachael Boucher
Jeffery Charles Clements
Paul E Brewer
LAURA MICHELLE GENINATTI
Michael Sean Raich
Jesse Jackson Deaver

Other Offices

EDWARD JONES · KELLER, TX
EDWARD JONES · Keller, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · North Richland Hills, TX
EDWARD JONES · KELLER, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Keller, TX
PFS INVESTMENTS INC. · KELLER, TX
INTEGRITY ALLIANCE, LLC. · North Richland Hills, TX
J.P. MORGAN SECURITIES LLC · North Richland Hills, TX

More in Keller, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor