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11750 Katy Freeway Suite 840, Houston, TX 77079 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-11-19 |
Branch Locations
11750 Katy Freeway Suite 840, Houston, TX 77079 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clarity Financial, Llc | Houston | TX | 11/2012 | Present |
1) Member with RIA Global Research LLC dba SimpleVisor, which is a registered SEC robo investment adviser. He receives compensation from his shares. 2) Member and Agent with RIA Insurance Agency LLC. He owns 30% of the business and receives compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-10 |
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