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S Valley Hwy 8310, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-28 |
Branch Locations
8302 Indiana Ave Suite 14, Lubbock, TX 79423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Texas Senior Resources Inc. | Lubbock | TX | 03/1993 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 07/2016 | Present |
1) WEST TEXAS SENIOR RESOURCES 8302 INDIANA AVENUE, SUITE 14 LUBBOCK, TX. 79423 OWNER INSURANCE AND INCOME TAX PREPARATION 20 HOURS PER WEEK 2) Lone Star Tax Group; Non Investment Related; 8302 Indiana Ave Suite 14, Lubbock, TX 79423; Preparation of Income Tax Returns; Owner; Start Date 01/2017; 5hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-10 |
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