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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-19 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
2512 Cobbs Way, Anderson, SC 29621 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encompass More Asset Management Llc | Danville | CA | 04/2024 | 08/2026 |
| The Triumph Agency Llc | San Antonio | TX | 05/2019 | Present |
| Compass Group Usa | Anderson | SC | 09/2015 | 05/2019 |
| Integrity Advisory Solutions | San Antonio | TX | 08/2026 | Present |
The Triumph Agency LLC; Not investment related; 1846 N Loop 1604 W, Suite 205, San Antonio, TX 78248; Fixed insurance and annuity sales; Owner; 03/22/2018; 80 hours per month; 40 hours per month during security hours; Solicit sales and meet with clients via video conference or in-person. Write insurance applications, follow-up during the underwriting and complete the sale of insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-30 |
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