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603 E. Broadway St, Prosper, TX 75078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-02 |
| LA | RA | APPROVED | 2021-03-22 |
| TX | RA | APPROVED | 2018-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cpr Financial & Insurance Services, Inc. | Frisco | TX | 01/2018 | Present |
| Iconnectgreen | Tampa | FL | 08/2015 | Present |
| Independent Insurance Agent | Savannah | TX | 06/2017 | Present |
Amy Hall has other business activities as an insurance agent, accountant, and tax preparer. Approximately 25% of her time is spent in these activities. From time to time she offers clients products and/or services from these activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-11 |
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