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Current Employers
Bfc Planning, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-02-29
  • TX RA
    APPROVED
    Since 2012-02-29

Branch Locations

1421 N Elm Street Suite 100, Denton, TX 76201 • United States

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • 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
American National Insurance Denton TX 04/1982 Present
Securities Management & Research, Inc. Denton TX 06/1983 Present
Bfc Planning, Inc. Denton TX 02/2012 Present
  • 04/1982 → Present
    American National Insurance
    Denton, TX
  • 06/1983 → Present
    Securities Management & Research, Inc.
    Denton, TX
  • 02/2012 → Present
    Denton, TX
Other Businesses

1. G&L CONCEPTS-Y-TX-INS CORP-PRESIDENT-6/92 TO PRES-40 HRS-40 HRS-MGMT OF SALES REPS &PERSONAL INS. 2.AMERICAN NATIONAL INSURANCE-Y-DENTON,TX-AGENT-04/1982-160-160-INSURANCE SALES. 3.G&L FINANCIAL STRATEGIES-Y-DBA ONLY-DENTON,TX-AGENT-6/13/2014-140-140 INSURANCE AND FINANCIAL SERVICES. 4.G&L REAL ESTATE INVESTMENT TRUST-N-DENTON, TX-OWNER-01/2006-4-4-CONTROL OF ALL RENTS AND EXPENSES.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-08-22
  • S63 Uniform Securities Agent State Law Examination
    1983-08-22
Designations

View on SEC IAPD

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