Best Investors Account Sign in
Current Employers
Farmers Asset Management, Llc

30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-05
  • TX RA
    APPROVED
    Since 2026-08-05

Branch Locations

105 W Kaufman, Rockwall, TX 75087 • 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
Equitable Advisors, Llc New York NY 02/2023 03/2023
Unemployed Rockwall TX 11/2022 02/2023
Camelback Strategy Group Phoenix AZ 09/2022 11/2022
Baylor University Waco TX 01/2020 12/2022
Texas Christian University Forth Worth TX 08/2019 12/2019
Rockwall High School Rockwall TX 08/2015 08/2019
Farmers Insurance Rockwall TX 01/2020 05/2020
Equitable Dallas TX 02/2023 03/2023
Unemployed Rockwall TX 01/2023 02/2023
Baylor University Waco TX 05/2019 01/2023
Rockwall Isd Rockwall TX 09/2006 05/2019
Farmers Insurance Rockwall TX 03/2023 Present
Farmers Financial Solutions Rockwall TX 04/2023 Present
Farmers Asset Management Rockwall TX 08/2026 Present
  • 02/2023 → 03/2023
    Equitable Advisors, Llc
    New York, NY
  • 11/2022 → 02/2023
    Unemployed
    Rockwall, TX
  • 09/2022 → 11/2022
    Camelback Strategy Group
    Phoenix, AZ
  • 01/2020 → 12/2022
    Baylor University
    Waco, TX
  • 08/2019 → 12/2019
    Texas Christian University
    Forth Worth, TX
  • 08/2015 → 08/2019
    Rockwall High School
    Rockwall, TX
  • 01/2020 → 05/2020
    Farmers Insurance
    Rockwall, TX
  • 02/2023 → 03/2023
    Equitable
    Dallas, TX
  • 01/2023 → 02/2023
    Unemployed
    Rockwall, TX
  • 05/2019 → 01/2023
    Baylor University
    Waco, TX
  • 09/2006 → 05/2019
    Rockwall Isd
    Rockwall, TX
  • 03/2023 → Present
    Farmers Insurance
    Rockwall, TX
  • 04/2023 → Present
    Farmers Financial Solutions
    Rockwall, TX
  • 08/2026 → Present
    Farmers Asset Management
    Rockwall, TX
Other Businesses

FARMERS INSURANCE AGENCY POSITION: Agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 1120 START DATE: 03/15/2023 ADDRESS: Rockwall TX 75087, United States DESCRIPTION: Licensed insurance agent appointed with various insurance carriers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-30
S63 Uniform Securities Agent State Law Examination 2023-04-28
  • S65 Uniform Investment Adviser Law Examination
    2026-06-30
  • S63 Uniform Securities Agent State Law Examination
    2023-04-28

View on SEC IAPD

More in Rockwall, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor