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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-02-04 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
211 Ranch Rd 620 S Suite 220, Lakeway, TX 78734 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American National Ins. Co | Lakeway | TX | 07/1981 | Present |
| Securities Management & Research, Inc. | Lakeway | TX | 06/1983 | Present |
1. PITCHFORD FINANCIAL GROUP LLC-Y-TX-INS AGCY,AUTO,HLTH-PARTNER-07/1981-120-120-INS SALES AND SERVICE,RECV COMMISSIONS(BLUE CROSS/BLUE SHIELD) FOR NEW BUSINESS &RENEWAL BUSINESS. 2. AMERICAN NATIONAL-Y-LAKEWAY,TX-INSURANCE-AGENT-7/1981-120-120-SALES/SERVICEOF PRODUCTS. 3. TERRY J PITCHFORD AGENCY-N-LAKEWAY, TX-INSURANCE-OWNER-08/1981-180-8-INSURANCE SALES AND SERVICE. 4. THE WOODLANDS FINANCIAL GROUP- N- LAKEWAY, TX- PERSONAL LINES OF INSURANCE- BRANCH OWNER- 08/2024- 50- 0- SALES AND SERVICING PERSONAL LINES OF INSURANCE. 5. RENTAL PROPERTY- N- AUSTIN, TX- HOME RENTAL- OWNER- 06/2017- 0- 0- RENT HOUSE FOR INCOME. 6. LAKEWAY II COMMUNITY ASSOCIATION, INC.- N- LAKEWAY, TX- HOA BOARD- BOARD MEMBER- 01/2025- 2- 0- SIT ON THE BOARD AND HELP MAKE DECISIONS FOR THE HOA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-08-19 |
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