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Current Employers
American Elite Advisory

Crowley, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-25
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2013 → Present
    Licensed Independent Insurance Agent
    Corpus Christi, TX
  • 12/2017 → 03/2019
    The Villages, FL
  • 03/2019 → 12/2020
    Retirement Wealth Advisors
    Corpus Christi, TX
  • 11/2022 → Present
    Dallas, TX
  • 12/2021 → Present
    Jvs Wealth Llc
    Corpus Christi, TX
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-14
  • S65 Uniform Investment Adviser Law Examination
    2017-08-14

View on SEC IAPD

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