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9433 Bee Cave Rd Suite 3-201, Austin, TX 78733 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-09 |
Branch Locations
9433 Bee Cave Rd Suite 3-201, Austin, TX 78733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American General Life Insurance | Houston | TX | 06/2015 | 11/2017 |
| Aig Capital Services, Inc. | Houston | TX | 06/2015 | 11/2017 |
| Crossmark Global Investments, Inc. | Houston | TX | 12/2017 | 01/2021 |
| Crossmark Distributors, Inc. | Houston | TX | 12/2017 | 01/2021 |
| Pruco Securities Llc | Austin | TX | 02/2021 | 12/2021 |
| The Prudential Insurance Company Of America | Austin | TX | 04/2021 | 12/2021 |
| Skyline Wealth Management, Llc | Austin | TX | 01/2022 | 09/2022 |
| Skyline Wealth Strategies, Llc | Austin | TX | 01/2022 | 09/2022 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 09/2022 | Present |
| Pensionmark Securities, Llc | Santa Barbara | CA | 09/2022 | 12/2024 |
1. Non-Variable Insurance; Investment Related; 9433 Bee Cave Rd. Bldg III, Ste. 201 Austin, TX 78733;Non-Variable Insurance Agent; Non-Variable Sales; 9/2022; 10 hours per month; 3 hours during trading hours; Sales and service of Non-Variable insurance products. 2. Mortgage Broker; Non-Investment Related; Independent Mortgage Broker; Sales; 7/2023; 10 hours per month; 5 hours during market hours; Mortgage Sales - Loan mortgage origination. Process applications for buyers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-12 |
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