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6001 Belpree Rd, Amarillo, TX 79106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1985-07-19 |
Branch Locations
6001 Belpree, Amarillo, TX 79106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Methods | Amarillo | TX | 05/1985 | Present |
(1)ACM MONEY METHODS LTD(DBA)MONEY METHODS. INV RELTD. CEO/PRES. AMARILLO, TX FEE-BASED MANAGED ASSETS & FIN. PLANNING. IN 07/1985 MONEY METHODS WAS REG. AS A RIA. IN 03/2001, MONEY METHODS BECAME THE GEN. PTNR. OF ACM MONEY METHODS LTD., RIA 40HRS/MO&32HRS/MO DURING TRADING HRS. START 05/1985. 2.) SALES OF FIXED INSURANCE, INCLUDING LIFE, ANNUITIES AND LONG-TERM CARE; 15 HOURS A MONTH DEDICATED TO THIS OBA, 10 OF WHICH ARE DURING TRADING HOURS; COMPENSATED VIA COMMISSIONS. 3.)HIGH PLAINS CHILDREN'S HOME ENDOWMENT FOUNDATION-11461 S. WESTERN AMARILLO, TEXAS 79118; VOLUNTEER- BOARD MEMBER; NOT INVOLVED IN INVESTMENT DECISIONS OF THE ENDOWMENT FUND; TWO MEETINGS PER YEAR; NO COMPENSATION RECEIVED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1982-09-07 |
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