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13760 Noel Road, Suite 330, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-27 |
Branch Locations
13760 Noel Road, Suite 330, Dallas, TX 75240 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-04-16 |
Branch Locations
13760 Noel Rd. #330 Lb 30, Dallas, TX 75240 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-08-02 |
Branch Locations
#330 Lb 30 13760 Noel Road, Dallas, TX 75240 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Morrell-Skeeters | Dallas | TX | 01/1965 | Present |
| William R. Skeeters, Inc. | Dallas | TX | 09/1966 | Present |
| Great American Advisors, Inc. | Cincinnati | OH | 02/2005 | Present |
| William Roane Skeeters, Inc | Dallas | TX | 10/2005 | Present |
| William R. Skeeters Holdings, Inc. | Dallas | TX | 10/2005 | Present |
| Lincoln Investment | Dallas | TX | 08/2010 | Present |
William R. Skeeters, Inc Position: President, Agent Nature: insurane sales and service Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 1/1/1987 Address: 13760 Noel, LB 30 , Dallas, TX 75240 Description: insurance sales and service William R Skeeters Holdings, Inc Position: President Nature: Holding Company Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 1/10/2006 Address: 13760 Noel LB 30 , Dallas, TX 75240 Description: President-This company holds all stock in the other two corporations and files annual tax reports. WILLIAM ROANE SKEETERS, INC POSITION: President, IAR NATURE: IRIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/10/2006 ADDRESS: 13760 Noel LB 30, Dallas TX 75240, United States DESCRIPTION: Registered Investment Advisor duties COUCH OIL & GAS/OIL2 HOLDINGS, INC POSITION: Invesator in O & G working interest as a general partner. NATURE: Oil and Gas INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2006 ADDRESS: 5339 Alpha Road, Suite 401, Dallas TX 75230, United States DESCRIPTION: investment only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-11 |
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