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Coppell, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2003-10-24 |
Branch Locations
Lake Kiowa, TX • United States
Coppell, TX • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor Stephens, Inc. | Dallas | TX | 01/1990 | Present |
| A. Cole Stephens & Assoc, Inc | Lake Kiowa | TX | 04/1977 | Present |
| Self-Employed Insurance Agent | Lake Kiowa | TX | 12/1969 | Present |
1. Self-Employed Insurance Agent since 12/1969. Non-Investment related activity, general lines agent for Life, Accident, Health, HMO, property and casualty insurance. Located at 111 Pawnee Trail; Lake Kiowa, TX 76240. Approximately 64 hours per month during and off trading hours. Licensed with the following carriers: Accordia Life & Annuity Co., Anthem Life Insurance Co., Athene Annuity & Life Co., Blue Cross & Blue Shield of Texas, Forethought Life Insurance Co., Golden Rule Insurance Co., Mony Life Insurance Co., Pan American Life Insurance Co., Principal Life Insurance Co., Time Insurance Co., Trustmark Insurance Co., and United American Insurance Co. 2. President and Owner of A. Cole Stephens & Associates, Inc. since 4/1977. Non-Investment related activity, inactive small business for actuarial services. Located at 111 Pawnee Trail, Lake Kiowa, TX 76240. Approximately zero hours per month during and off trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-09-25 |
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