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Crowley, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-25 |
Branch Locations
4444 Corona Dr Suite 211, Corpus Christi, TX 78411 • United States
4444 Corona Dr. #211, Corpus Christi, TX 78411 • United States
Crowley, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Licensed Independent Insurance Agent | Corpus Christi | TX | 09/2013 | Present |
| Royal Fund Management, Llc | The Villages | FL | 12/2017 | 03/2019 |
| Retirement Wealth Advisors | Corpus Christi | TX | 03/2019 | 12/2020 |
| American Elite Advisory | Dallas | TX | 11/2022 | Present |
| Jvs Wealth Llc | Corpus Christi | TX | 12/2021 | Present |
JVS Wealth LLC; investment-related; 4444 Corona Dr. #211, Corpus Christi, TX 78411; Medicare, Annuity, and Life Insurance; Owner; Started as a licensed independent insurance agent in 9/2013; 60 hours/month; 45 hours/month during trading hours; financial planning using insurance products and Medicare insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-14 |
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