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16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-19 |
Branch Locations
16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • United States
525 Woodland Square Blvd Suite 250, Conreo, TX 77384 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Houston | TX | 12/2015 | 12/2018 |
| Mml Investors Services, Llc | Houston | TX | 02/2016 | 12/2018 |
| Mass Mutual Life Insurance Company | Houston | TX | 01/2019 | 08/2019 |
| Mml Investors Services | Houston | TX | 02/2019 | 08/2019 |
| Horace Mann Companies | Springfield | IL | 09/2019 | Present |
| Horace Mann Investors, Inc. | Springfield | IL | 01/2020 | Present |
| Massmutual | Houston | TX | 12/2015 | 10/2019 |
| Horace Mann | Conroe | TX | 10/2019 | 09/2020 |
| Acrylic Financial, Inc. | Conreo | TX | 09/2020 | Present |
I'm a 1099 Contractor with Business Networking International. I help business grow through referral networking. I receive a commission when businesses join the network. Position: Support Director; FIRM: BNI SUPPORT DIRECTOR; Investment Related: No; Location: 525 Woodland Square Blvd, Suite 250, Conroe, TX 77384; Description of the business: Helping business owners to network and pass referrals; Responsibilities Duties: Coach Business Owners on accountability and networking; Start date with business: 2020-02-05; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 2.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-04 |
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