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11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-28 |
Branch Locations
11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
1101 Arrow Pont Dr Suite 301, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Success Wealth Management Llc | Wexford | PA | 06/2022 | Present |
| American Senior Benefits Of Texas | Austin | TX | 10/2016 | Present |
| U.S. Army Reserve | San Antonio | TX | 07/2017 | Present |
| Texas Army National Guard | Austin | TX | 12/2000 | 06/2017 |
1) AMERICAN SENIOR BENEFITS OF TEXAS; INV RELATED; INSURANCE AGENT; INSURANCE SALES AND SERVICES; AUSTIN, TX; START 10/2016; 160 HRS PER MONTH; 0 HRS DURING TRADING. 2) U.S. ARMY RESERVE; NOT INV REL; MASTER SERGEANT; AUSTIN, TX; START 07/2017; APPROSX 16 HRS PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-23 |
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