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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-12-10 |
Branch Locations
9219 Katy Freeway Suite 106, Houston, TX 77024 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Executive Wealth Management | Houston | TX | 10/2006 | 06/2019 |
| Independent Financial Group | Houston | TX | 11/2014 | Present |
| Sanders Financial | Houston | TX | 06/2019 | Present |
(1) SANDERS CAREER CONSULTING POSITION: Officer/Director NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2018 ADDRESS: 5100 Westheimer Rd, 200, houston TX 77056, United States DESCRIPTION: 100% OWNER OF DBA SANDERS CAREER CONSULTING OFFERING JOB ADVICE AND COACHING (2) SANDERS FINANCIAL POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/07/2020 ADDRESS: 5100 Westheimer, Ste. 200, Houston TX 77056, United States DESCRIPTION: DBA used for marketing securities business (3) EXECUTIVE WEALTH MANAGEMENT POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 10/05/2006 ADDRESS: 9219 katy freeway, Ste. 106, Houston TX 77024, United States DESCRIPTION: Financial Advisory, commission and all financials associated services with IFG, Pershing LLC an other custodians, products that I will offer my clients and prospects will be conducted under this company Executive Wealth Management..
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-29 |
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