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Elizabeth Dennen

Compass Financial Management LLC

Fairview, TX

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Current Employers
Compass Financial Management Llc

2422 W. Sunset Drive, Tampa, FL 33629 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-22
  • TX RA
    APPROVED
    Since 2026-07-22

Branch Locations

Fairview, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Larry Martin Fort Worth TX 06/2021 Present
Ballet Frontier Fort Worth TX 08/2017 11/2021
Dunham And Jones Law Firm Fort Worth TX 02/2016 08/2019
  • 06/2021 → Present
    State Farm Larry Martin
    Fort Worth, TX
  • 08/2017 → 11/2021
    Ballet Frontier
    Fort Worth, TX
  • 02/2016 → 08/2019
    Dunham And Jones Law Firm
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-16
  • S65 Uniform Investment Adviser Law Examination
    2026-05-16

View on SEC IAPD

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