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Mckinney, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-12 |
Branch Locations
208 S Johnson Street, Mckinney, TX 75069 • United States
Mckinney, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak American Investment Advisors, Inc. | Plano | TX | 07/2022 | 07/2025 |
| Peak American Financial Group, Inc. | Plano | TX | 07/2022 | 07/2025 |
| Bankers Life | Mckinney | TX | 11/2021 | 04/2022 |
| Collum Insurance Group | Richardson | TX | 02/2021 | 07/2022 |
| Bevcap | Mckinney | TX | 03/2020 | 12/2020 |
| Higginbotham | Mckinney | TX | 11/2019 | 01/2020 |
| University Of North Texas | Denton | TX | 01/2019 | 12/2019 |
| Baylor University | Waco | TX | 07/2016 | 12/2017 |
| Art Institute Of Dallas | Dallas | TX | 08/2017 | 05/2018 |
| Harvest Kitchen | Waco | TX | 09/2018 | 01/2019 |
| Unemployed | Mckinney | TX | 05/2018 | 09/2018 |
| Csenge Advisory Group, Llc | Clearwater | FL | 10/2025 | 02/2026 |
| Legacy Folios | Mckinney | TX | 03/2026 | Present |
Name: Gold Lake Capital Partners, Investment Related, Address: 4341 Horizon N Parkway, Dallas Texas 75072, Nature: Doing Business As: Title: Chief Financial Officer, Since: 08/2025, Full time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-22 |
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