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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-01-03 |
Branch Locations
111 E. University Drive Suite 110, College Station, TX 77840 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-06-01 |
Branch Locations
3363 University Dr. E Suite 211, Bryan, TX 77802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Union/Allianz Life Insurance | Dallas | TX | 08/1975 | Present |
| Capital Analysts, Incorporated | College Station | TX | 03/1995 | Present |
| Lincoln Investment | College Station | TX | 06/2012 | Present |
ADBT REALTY, LLC POSITION: Member of LLC NATURE: real estate leasing entity INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/12/2019 ADDRESS: 111 University Dr. East, Suite 110, College Station TX 77840, United States DESCRIPTION: No duties required. Entity set up for sole purpose of handling lease agreement for new office space. ALLAN DUNLAP POSITION: General Agent/ Producer NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/15/1975 ADDRESS: 111 University Drive East suite110, College Station TX 77840, United States DESCRIPTION: Sell insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-10 |
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