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121 Countryside Court Suite 140, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-11-30 |
Branch Locations
121 Countryside Court Suite 140, Southlake, TX 76092 • United States
6860 Dallas Parkway Ste 200, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Portfolio Advisors, Llc | Fort Worth | TX | 11/2009 | Present |
| Massmutual Financial Group | Dallas | TX | 06/2006 | Present |
SALES/SERVICE OF INSURANCE PRODUCTS FOR VARIOUS CARRIERS; TRADITIONAL ONLY, AGENT STARTED 06/2006; 4 HOURS PER MONTH DURING TRADING HOURS; SALES/SERVICE OF INSURANCE PRODUCTS FOR VARIOUS CARRIERS. ALL SEASON GREENS, LLC; NON INVESTMENT RELATED; KALISPELL, MT; PRODUCE HYDROPONIC SYSTEMS THAT CAN GROW LIVING GREENS FOR BOTH ANIMAL AND HUMAN CONSUMPTION; 2% OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-23 |
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