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224 Ed English Dr. Suite A, The Woodlands, TX 77385 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-28 |
Branch Locations
224 Ed English Dr. Suite A, The Woodlands, TX 77385 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gf Investment Services, Llc | Sarasota | FL | 09/2011 | 12/2018 |
| Global Financial Private Capital, Llc | Sarasota | FL | 09/2011 | 01/2019 |
| Outlook Wealth Advisors, Llc | Shenandoah | TX | 06/2018 | Present |
1) Outlook Wealth Insurance Services, LLC; investment related; 224 Ed English Dr, Ste A, The Woodlands, TX 77385; insurance; insurance agent; 01/2000; 5 hrs/month devoted to activity, 4 hrs/month during trading hrs; review existing items and advise clients of options. 2) Outlook Wealth Advisors, LLC; Investment-Related; 224 Ed English Dr, Ste A, The Woodlands, TX 77385; SEC Registered Investment Advisor; Co-Owner and Investment Adviser Representative under RIA; Start Date 6/2018; Spend 40 hours per week; Investment Advisory Services- Activities include client acquisition and service, portfolio and investment allocation decisions and marketing and operational decisions of the business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-06-20 |
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