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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-31 |
Branch Locations
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
1500 Earl Rudder Fwy S, College Station, TX 77840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Center And Special Events - Texas A&M University | College Station | TX | 11/2017 | 07/2019 |
| Rollo Insurance Group, Inc | College Station | TX | 07/2019 | 07/2022 |
| Kingsview Wealth Management Llc | College Station | TX | 07/2022 | Present |
| Texas A&M University | College Station | TX | 08/2017 | 05/2021 |
| Rogers Independent School District | Rogers | TX | 07/2012 | 07/2017 |
| Kingsview Partners Llc | College Station | TX | 07/2022 | Present |
1. OBA Name: ROLLO INSURANCE GROUP - Investment-related: YES - OBA Address: COLLEGE STATION, TX - OBA Nature: INSURANCE - OBA Position: LIFE INSURANCE SPECIALIST - OBA Title or Relationship: LIFE INSURANCE SPECIALIST - OBA Start Date: 2024-03-01 - Approximate OBA hours/month: 80 - Approximate OBA hours/month during business hours: 60 - OBA Duties: I will work with Rollo Insurance's agents to assist them in writing life insurance policies for their clients. I will answer their life insurance questions and help throughout the quoting process.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-22 |
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