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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cal-Maine Foods | Flatonia | TX | 05/2016 | 07/2017 |
| Bwi Companies, Inc | Texarkana | TX | 07/2017 | 12/2021 |
| Lpl Financial Llc | Yoakum | TX | 12/2021 | Present |
| Crossroads Bank | Yoakum | TX | 12/2021 | Present |
| Ica Group Wealth Management, Llc | Yoakum | TX | 07/2022 | 06/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2026 | Present |
| Cetera Investment Advisers Llc | Hallettsville | TX | 06/2026 | Present |
SECRETARY FOR RIVERCREST HEIGHTS NEIGHBORHOOD ASSOCIATION, 0.1/HR/WK; MEMBER OF THE TRI-COUNTY FRIENDS OF THE NRA, 0.1/HR/WK; NOTARY PUBLIC, 1/HR/WK JAMES WEALTH MANAGEMENT LLC DBA CROSSROADS FINANCIAL SERVICES, DBA FOR CETERA BUSINESS, 50% OWNER; JAMESCO WILDLIFE LLC, PURCHASE AND SALE OF LIVESTOCK, 100% OWNER, 1/HR/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-10 |
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