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Plano, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Group | Frisco | TX | 04/2018 | 04/2019 |
| Imr | Plano | TX | 01/2008 | 04/2018 |
| Farmers Financial Solutions Llc | Frisco | TX | 04/2018 | 04/2019 |
| Crestway Insurance Group, Llc | Plano | TX | 04/2018 | Present |
| Crestway Advisory Group | Plano | TX | 04/2020 | Present |
Crestway Insurance Group, LLC Insurance Brokerage Life, Health, Property & Casualty 3948 Legacy Drive #157 Plano, Texas 75023 Full Time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-20 |
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