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Bedford, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Equity Corporation | Dallas | TX | 01/2012 | 03/2022 |
| Polar Investment Counsel Inc | Bedford | TX | 04/2022 | Present |
| Corporate & Institutional Services Llc | Bedford | TX | 07/2022 | Present |
| American Global Wealth Management, Inc. | Mcdonough | GA | 04/2026 | Present |
POLAR INVESTMENT COUNSEL INC (PICI) - R Panzera Reg Rep - primary registration - 85% of time spent on securities business - compensation is paid through PICI as an independent registered rep - NOT outside business activity for PICI. Insurance License - R Panzera holds general lines of insurance with the State of TX but does no production at this time. Corporate & Institutional Services LLC - R Panzera operates as an independent TX registered RIA through Corporate & Institutional Services LLC - 15% of time spent on advisory business - compensation is paid directly to the RIA. This RIA is not affiliated, not associated with or owned or operated by PICI.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-16 |
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