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305 West Loop 281 Suite 101, Longview, TX 75605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-11 |
Branch Locations
305 West Loop 281 Suite 101, Longview, TX 75605 • United States
7103 82Nd Street, Lubbock, TX 79424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Longview | TX | 11/2017 | 11/2020 |
| The University Of Texas At Tyler | Tyler | TX | 08/2016 | 09/2017 |
| Ameriprise Financial Services, Llc | Tyler | TX | 08/2023 | 12/2024 |
| Mr. Cooper | Longview | TX | 12/2020 | 06/2021 |
| Tdk Real Estate Executives, Llc/Texas Real Estate Executives | Longview | TX | 01/2021 | Present |
| Vasso & Associaties | Tyler | TX | 08/2023 | 12/2024 |
| Rose Wealth, Llc | Longview | TX | 02/2025 | Present |
1) INSURANCE AGENT- INVESTMENT RELATED, LONGVIEW, TEXAS, INSURANCE SALES, AGENT, 2009, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS. 2) NU TECH WATER LLC - NOT INVESTMENT RELATED; VISTA, CALIFORNIA; WATER FILTER SALES; OWNER. 3) HIGH STAY COLLECTION HOMES LLC, NOT INVESTMENT RELATED; LONGVIEW, TEXAS; RESIDENTIAL BUILDING AND SALE; CO-OWNER; DEVOTES LESS THAN 5% OF TIME PER MONTH ON THE ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-23 |
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