Das A. Borden

Institute for Wealth Holdings, Inc. operates a dual investment advisor platform to recruit and train associate investment advisers and investment advisory representatives. The company was founded by Dewey M. Moore, Jr. in 2008 and is headquartered in Dallas, TX.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Part of CI Financial Corp., Shields & Associates is a company that provides asset management and consulting services. The company is based in New York, NY. Shields & Associates was acquired by Kibble & Prentice Holding Co., part of CI Financial Corp. from May 11, 2015 on August 28, 2003.

Primerica Financial Services LLC offers insurance and asset management services. Its services encompass life insurance and mutual fund investment. The company was founded in 1977 and is headquartered in Duluth, GA.

Puritan Financial Cos., Inc. provides insurance services. Its services include life insurance and reinsurance, brokerage services that offer various investment products, including stocks, bonds, mutual funds, options, variable life, variable annuity, and the US treasuries and CD’s & annuities, medicare supplement & medigap insurance, college savings, and dental insurance plan. The company is headquartered in Plano, TX.