Jeffrey William Steiner

Current Employers

Second Opinion Financial

Southlake, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-12-11

TX RA
APPROVED

Since 2023-12-11

Branch Locations

Southlake, 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

Organization	City	State	From	To
Ut Southwestern Medical Center	Dallas	TX	08/2008	11/2023
Two Pugs Publishing, Llc	Dallas	TX	11/2012	Present
Second Opinion Financial, Llc	Dallas	TX	12/2022	Present

08/2008 → 11/2023

Ut Southwestern Medical Center

Dallas, TX
11/2012 → Present

Two Pugs Publishing, Llc

Dallas, TX
12/2022 → Present

Second Opinion Financial, Llc

Dallas, TX

Other Businesses

Two Pugs Publishing, LLC, not investment-related, 401 N. Carroll Ave #206, Southlake, Texas 76092, Self publishing education business, Co-owner, Nov 13, 2012, 4 hours/month, 0 hours/month, Writing educational books, marketing, book keeping,

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-04-25

S65 Uniform Investment Adviser Law Examination

2023-04-25

Other Names

Jeff Steiner

View on SEC IAPD