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290 S Preston Road Suite 220, Prosper, TX 75078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-20 |
| FL | RA | APPROVED | 2026-03-20 |
| TX | RA | APPROVED_RES | 2026-02-22 |
| MN | RA | APPROVED | 2024-05-20 |
| WI | RA | APPROVED | 2021-07-27 |
Branch Locations
290 S Preston Road Suite 220, Prosper, TX 75078 • United States
Pleasant Prairie, WI • United States
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 |
|---|---|---|---|---|
| Alliance America Corporation | University Park | FL | 02/2016 | Present |
| United Advisors America Corporation | Prosper | TX | 04/2017 | Present |
Insurance Agent for Alliance America Corporation, a life and health insurance agency.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-28 |
| S65 | Uniform Investment Adviser Law Examination | 1998-01-30 |
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