The company’s structure is designed to accommodate the various types of business a representative might want to conduct, including investment advisory business, direct participations and alternative investments.
Our focus is to help you, the independent contractor, develop your own brand recognition and support you in those efforts. If that is your objective, this is the place to be.
- April 2002Incorporated in the State of Texas
- September 2002FINRA Approval as a Broker Dealer
- July 2007Registered as an Investment Advisor with the State of Texas
- August 2009Expanded Operations to California
- April 2010Expanded Operations to Florida
- September 2010Expanded Operations to Nevada
- January 2016Moved to new Corporate Location at One Thousand Oaks in San Antonio