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4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-06 |
Branch Locations
840 Gessner Road Suite 700, Houston, TX 77024 • United States
4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services Llc | Houston | TX | 04/2016 | 05/2024 |
| Kestra Investment Services, Llc | Austin | TX | 01/2016 | 05/2024 |
| Private Client Services | Houston | TX | 05/2024 | Present |
| Assuredpartners Investment Advisors | Houston | TX | 05/2024 | Present |
1) AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405, Tampa, FL 33607. RIA. 40 hrs/mo; 32 during trading hrs. 2) AssuredPartners. 9525 Katy Freeway #210, Houston, TX 77024. As an employee of AssuredPartners, I sell, life, health, LTC, DI and group insurance. I also sell P&C insurance. Sales. 20 hrs/mo; 20 during trading hrs. 2) 2436 Penny Road LP. 945 Heights Blvd, Houston, TX 77008. We collectively purchased a date center (real estate only). Investor only. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-07-01 |
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