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735 Plaza Blvd. Suite 100, Coppell, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-26 |
Branch Locations
735 Plaza Blvd. Suite 100, Coppell, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Christian University | Fort Worth | TX | 08/2016 | 12/2016 |
| Texas Tech University | Lubbock | TX | 01/2017 | 05/2021 |
| Chromath Inc | Lubbock | TX | 02/2017 | 04/2017 |
| Evensky & Katz Llc | Lubbock | TX | 01/2020 | 07/2023 |
| D & J Site Construction, Llc | Elsa | TX | 08/2015 | 08/2024 |
| Cfo4Life | Coppell | TX | 08/2023 | Present |
| Ausdal Financial Partners, Inc | Davenport | IA | 08/2023 | 03/2024 |
| Ausdal Financial Partners, Inc | Davenport | IA | 04/2023 | Present |
CFO4LIFE GROUP, LLC; INVESTMENT-RELATED; COPPELL, TX; REGISTERED INVESTMENT ADVISOR; SERVICE ADVISOR; ACTIVITY BEGAN 08/2023; 120 HOURS PER MONTH; 120 HOURS PER MONTH DURING TRADING HOURS; SERVICE ADVISOR; AUSDAL FINANCIAL PARTNERS, INC; INVESTMENT-RELATED; DAVENPORT, IA; BROKER-DEALER; REGISTERED REPRESENTATIVE; ACTIVITY BEGAN 04/2023; 40 HOURS PER MONTH; 40 HOURS PER MONTH DURING TRADING HOURS; REGISTERED REPRESENTATIVE; INDEPENDENT INSURANCE AGENT; COPPELL, TX; INSURANCE SALES; AGENT; APPROX. 5 HOURS PER MONTH; NON-INVESTMENT RELATED; APPOINTED WITH VARIOUS LIFE, HEALTH, DISABILITY INSURANCE COMPANIES. MAY RECOMMEND INSURANCE PRODUCTS TO CLIENTS DEPENDING ON THEIR INDIVIDUAL NEEDS. COMPENSATION BY COMMISSION. ALPHA DELTA PI - Southwestern University; NOT INVESTMENT RELATED; GEORGETOWN, TX; SORORITY; FINANCE ADVISOR; ACTIVITY BEGAN 08/2025; I DEVOTE APPX 6 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; FINANCE ADVISOR FOR COLLEGIATE CHAPTER ASSISTING WITH OPERATING EXPENSES/INVOICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-26 |
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