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2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States
Rancho Cordova, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak American Financial Group, Inc. | Plano | TX | 01/2007 | Present |
| Peak American Investment Advisors, Inc. | Plano | TX | 02/2008 | Present |
| Puritan Brokerage Services, Inc. | Addison | TX | 06/2009 | 08/2019 |
PEAK AMERICAN FINANCIAL GROUP, INC.; INVESTMENT-RELATED; 2800 NORTH DALLAS PARKWAY, #360, PLANO, TX 75093; NATURE: INDEXED ANNUITIES & LIFE INSURANCE; POSITION: CLIENT SOLUTIONS MANAGER; STARTED 1/2007.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-08-10 |
| S65 | Uniform Investment Adviser Law Examination | 2007-10-22 |
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