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2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-07 |
Branch Locations
2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 01/2024 | 09/2025 |
| Texas Mortgage Lending, Llc | Allen | TX | 06/2021 | 11/2023 |
| All My Sons Moving And Storage | Carrollton | TX | 06/2020 | 06/2021 |
| Texas Tech University | Lubbock | TX | 08/2017 | 05/2018 |
| Papa John's Pizza | Dallas | TX | 05/2017 | 08/2017 |
| Unemployed | Richardson | TX | 11/2023 | 01/2024 |
| Full Time College Education | Lubbock | TX | 08/2015 | 05/2020 |
| Peak American Investment Advisors, Inc. | Plano | TX | 11/2025 | Present |
| Peak American Financial Group, Inc. | Plano | TX | 11/2025 | Present |
Peak American Financial Group, Inc.; investment-related; 2400 Dallas Parkway, STE 100, Plano, TX; insurance sales; Licensed Insurance Agent; started 11/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-15 |
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