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713 Main Street, Coppell, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R. Scott Maxwell Financial | Dallas | TX | 11/2014 | 12/2021 |
| Lennar | Irving | TX | 09/2019 | 07/2022 |
| Collective Wealth Advisors Llc | Coppell | TX | 04/2021 | Present |
| R. Scott Maxwell, Sole Proprietor | Frisco | TX | 12/2008 | Present |
| Mattamy Homes | Farmers Branch | TX | 08/2022 | 12/2024 |
| Olivia Clarke Homes | Plano | TX | 01/2025 | 04/2025 |
| Toll Brothers | Grapevine | TX | 05/2025 | 01/2026 |
| D. R. Horton | Richardson | TX | 02/2026 | Present |
R. SCOTT MAXWELL, SOLE PROPRIETOR; INVESTMENT RELATED; INSURANCE AGENT; 12/2008; FRISCO, TX; APPROXIMATELY 2.5% OF TIME D.R Horton; NOT INV REL; REAL ESTATE AGENT; ; REAL ESTATE SALES; Richardson, TX; GREATER THAN 50 OF TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-22 |
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