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Kirk Warren Francis

Financial Life Advisors

San Antonio, TX

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Current Employers
Financial Life Advisors

2338 N Loop 1604 W Ste 311, San Antonio, TX 78248 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-03-02
  • TX RA
    APPROVED
    Since 2017-03-02

Branch Locations

2338 N Loop 1604 W Ste 311, San Antonio, TX 78248 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cross Financial Services Corp San Antonio TX 04/1993 Present
United Planners' Financial Services Of America Scottsdale AZ 04/2008 12/2016
Cross Insurance (International) Group San Antonio TX 10/1993 12/2016
The City Of Hill Country Village Hill Country Village TX 10/2014 Present
Housing Authority Of Bexar County San Antonio TX 09/2015 Present
  • 04/1993 → Present
    Cross Financial Services Corp
    San Antonio, TX
  • 04/2008 → 12/2016
    United Planners' Financial Services Of America
    Scottsdale, AZ
  • 10/1993 → 12/2016
    Cross Insurance (International) Group
    San Antonio, TX
  • 10/2014 → Present
    The City Of Hill Country Village
    Hill Country Village, TX
  • 09/2015 → Present
    Housing Authority Of Bexar County
    San Antonio, TX
Previous Registrations
Other Businesses

1) THE CITY OF HILL COUNTRY VILLAGE - CHAIRMAN - SERVING ON THE ZONING COMMISSION OF THE CITY - SINCE 10/31/2014 - HILL COUNTRY VILLAGE TX - NOT INVESTMENT RELATED--- 2) HOUSING AUTHORITY OF BEXAR COUNTY - Chairman - Provide governance, accountability and oversight to the director and staff in the execution of the Housing Authority's mission - Since 09/2015 - San Antonio TX - NOT INVESTMENT RELATED---

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-12-01
  • S63 Uniform Securities Agent State Law Examination
    1983-12-01
Designations

View on SEC IAPD

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