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Scott Goodman

Eagle Financial Advisors, LLC

Frisco, TX

Santa Fe, NM

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Current Employers
Eagle Financial Advisors, Llc

9300 Wade Blvd. Suite 100, Frisco, TX 75035 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2017-06-06
AZ RA APPROVED 2015-07-21
  • NM RA
    APPROVED
    Since 2017-06-06
  • AZ RA
    APPROVED
    Since 2015-07-21

Branch Locations

9300 Wade Blvd. Suite 100, Frisco, TX 75035 • United States

Santa Fe, NM • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scott Goodman - Self Employed Miami FL 04/1988 Present
Cla Usa, Inc. Frisco TX 05/2009 02/2019
Eagle Financial Advisors, Llc Frisco TX 03/2015 Present
Eagle Financial Group Frisco TX 02/2019 Present
  • 04/1988 → Present
    Scott Goodman - Self Employed
    Miami, FL
  • 05/2009 → 02/2019
    Cla Usa, Inc.
    Frisco, TX
  • 03/2015 → Present
    Eagle Financial Advisors, Llc
    Frisco, TX
  • 02/2019 → Present
    Eagle Financial Group
    Frisco, TX
Other Businesses

EAGLE FINANCIAL GROUP INSURANCE AGENT INVESTMENT RELATED SINCE 05/2009 40 HRS. DURING TRADING HOURS 10 HRS. OUTSIDE TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-20
S63 Uniform Securities Agent State Law Examination 2000-03-22
  • S65 Uniform Investment Adviser Law Examination
    2015-04-20
  • S63 Uniform Securities Agent State Law Examination
    2000-03-22
Other Names
  • Scott Goodman

View on SEC IAPD

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RAOUL P SHROFF
CHRISTOPHER KEITH HUGGINS

Other Offices

BSIP SLP GP, LLC · FRISCO, TX
MCCLURE CAPITAL ADVISORS, INC. · FRISCO, TX
MAVERICK TECH FUND MANAGER · FRISCO, TX
WAYMAKER PARTNERS, LLC · FRISCO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRISCO, TX
RBC CAPITAL MARKETS, LLC · Frisco, TX
CG ADVISORY SERVICES · Frisco, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRISCO, TX

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