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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas National Guard | Austin | TX | 02/1981 | Present |
| Priority Planning Financial Consultants | Austin | TX | 01/1997 | Present |
| Claunch Holdings, Gp Llc | Spicewood | TX | 08/2015 | Present |
| Claunch Holdings, Lp | Spicewood | TX | 08/2015 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2016 | Present |
1-PRIORITY PLANNING BENEFITS CONSULTANTS, 5307 HWY 290 W, STE 4, AUSTIN, TX, 1/2011 AS OWNER OF SOLE PROP/AGENT SELLING/SERVICING GROUP LIFE & HEALTH INSURANCE THROUGH VARIOUS INSURANCE COMPANIES. INV REL - 20 HR/WK - 20/TRADING. 2-PRIORITY PLANNING FINANCIAL CONSULTANTS,5307 HWY 290 W, STE 4, AUSTIN, TX, 1/1997 AS FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL - 20 HR/WK - 20/TRADING. 3-CLAUNCH HOLDINGS GP, 24120 OSCAR ROAD, SPICEWOOD, TX, 10/2015 AS PARTNER. NIR - 5 HR/MO - 0/TRADING. 4-CLAUNCH HOLDINGS LP, 24120 OSCAR ROAD,SPICEWOOD, TX, 10/01/2015 AS PARTNER. LP OWNS FAMILY RANCH. NIR - 5 HR/MO - 0/TRADING. 5-MITCHELL REV LIVING TRUST, PEACH TREE CITY, GA, 2/2012 AS CO-TRUSTEE. NIR - 5 HR/YR - 0/TRADING. 6-LUCKY FOUR C LLC, 24120 OSCAR RD, SPICEWOOD, TX, 2/2018, OWNER OF RANCH MANAGEMENT, NIR, 40HRS/YR, OHRS/TRADING. 7.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING 04/21/16. 8. TWIN ISLES POA, PO Box1112, Kingsland TX 78639, United States, 07/20/2024, Board Member, Volunteer, NIR, 2 HRS/MO, O HR/TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-04-12 |
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