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Bentonville, AR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2022-09-28 |
| WI | RA | APPROVED | 2013-10-11 |
| TX | RA | APPROVED | 2013-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portico Financial Group | Austin | TX | 10/2013 | Present |
1. the name of the other business: Independently licensed insurance agent whether the business is investment-related: Non-Investment Related the address of the other business: 12740 WITHERS WAY, AUSTIN, TX 78727-4558 the nature of the other business: Insurance Sales your position title, or relationship with the other business: Independently licensed insurance agent the start date of your relationship: 7/7/11 the approximate number of hours/month you devote to the other business: <1 hour per month the number of hours you devote to the other business during securities trading hours; <1 hour per month and briefly describe your duties relating to the other business: Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-04 |
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