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Dallas, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Act In Our Community | Dallas | TX | 05/2020 | 12/2023 |
| Modern Woodmen Of America | Rock Island | IL | 11/2023 | 02/2025 |
| Self Employed | Dallas | TX | 01/2017 | 05/2020 |
| Wells Fargo Insurance Services | Dallas | TX | 04/2017 | 12/2017 |
| Unemployed | Dallas | TX | 01/2017 | 03/2017 |
| Usi Insurance Services | Dallas | TX | 01/2016 | 12/2016 |
| Mwa Financial Services Inc. | Rock Island | IL | 01/2024 | 02/2025 |
| Bancroft Booth Capital Advisors | Dallas | TX | 02/2025 | Present |
| Bancroft Booth Capital Advisors | Dallas | TX | 02/2025 | Present |
| Bancroft Booth Capital Advisors | Dallas | TX | 02/2025 | Present |
Sole proprietor, insurance agent, owner, 2/2025, 5 hours per month, 0 hours during trading hours. Life insurance for advisory clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-03 |
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