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2820 Dallas Parkway, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-21 |
Branch Locations
2820 Dallas Parkway, Plano, TX 75093 • United States
6201 Dallas Parkway Suite 230, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Frisco | TX | 05/2017 | 04/2019 |
| University Of Oklahoma | Norman | OK | 08/2013 | 05/2017 |
| Retirement Planners Of America | Plano | TX | 06/2021 | Present |
| Mmwkm Management, Inc. | Plano | TX | 05/2019 | Present |
MMWKM Management, Inc./Moraif Insurance Group; not investment-related; 2820 Dallas Pkwy, Plano TX 75093; management company/insurance agency; National Insurance Consultant of Moraif Insurance Group, paid via MMWKM Management, Inc.; started 5/2019; approximately 40 hours per week, all during securities trading hours; insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-06 |
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