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Arlington, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-26 |
Branch Locations
Arlington, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Dallas | TX | 10/2017 | 04/2018 |
| Primerica Financial Services | Dallas | TX | 01/2017 | 04/2018 |
| Skyline Juniors | Murphy | TX | 05/2005 | 05/2018 |
| Mml Investors Services | Dallas | TX | 06/2018 | 12/2019 |
| Massmutual | Dallas | TX | 05/2018 | 12/2019 |
| Primerica Financial Services | Dallas | TX | 01/2017 | 08/2021 |
| Pfs Investments Inc. | Dallas | TX | 02/2020 | 08/2021 |
| Skyline Juniors | Plano | TX | 01/2009 | 12/2021 |
| Penguin Perry'S | Double Oak | TX | 01/2018 | 03/2021 |
| Center Street Securities | Nashville | TN | 08/2021 | 05/2022 |
| Capital Markets Iq | Arlington | TX | 05/2022 | Present |
Part owner and CEO, Duck Energy Management LLC, Konawa, OK, oil and gas production, non investment related. Owner Bering Capital LLC, Dallas, TX non investment related. Owner and managing partner, Brightsmith Advisors LLC, Buford Georgia, investment related. Owner and managing partner, Vigilant Peak Consulting, a consulting firm in Buford, Georgia, offers insurance sales; business consulting; CPA Team Based Model services of Elite Resources Team, consulting with accounting firms and their customers to assist with tax planning and mitigation, risk mitigation and estate planning; non-investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-02 |
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