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1905 Ascension Blvd., Arlington, TX 76006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| K. Hovnanian Homes | Plano | TX | 08/2016 | 05/2017 |
| New York Life Insurance Company | Fort Worth | TX | 07/2017 | 05/2020 |
| Unemployed | Arlington | TX | 05/2017 | 09/2017 |
| Nylife Securities Llc | Fort Worth | TX | 09/2018 | 05/2020 |
| Royal Alliance Associates, Inc. | Arlington | TX | 05/2020 | 01/2022 |
| Osaic Wealth, Inc. | Arlington | TX | 01/2022 | 10/2023 |
| Chappelwood Financial Services Corp. | Arlington | TX | 10/2023 | 05/2025 |
| Plumb Financial Llc | Arlington | TX | 05/2025 | Present |
Miss Ward is engaged as an Insurance Agent with Plumb Financial LLC, located at 1905 Ascension Blvd., Arlington, TX 76006. This business is investment-related. In this role, which began in May 2025 and continues to the present, she dedicates approximately one hour per week to insurance-related activities. Her responsibilities include marketing and selling fixed insurance products such as life insurance, fixed annuities, health insurance, long-term care, and disability insurance. Miss Ward assess client needs, present appropriate insurance solutions, complete applications, and provide ongoing service for existing policies. Compensation for this activity is received in the form of commission paid directly by insurance carriers based on product sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-11 |
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