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2700 Post Oak Blvd 21St Floor, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-13 |
Branch Locations
2700 Post Oak Blvd 21St Floor, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| My Benefit Pro | Houston | TX | 10/2004 | Present |
| Next Financial Group Inc | Houston | TX | 08/2014 | 08/2017 |
| Envisionvest | Houston | TX | 04/2017 | Present |
1) MY BENEFIT PRO POSITION: BrokerAgent NATURE: INSURANCE- Fixed Annuities; Life/Health; Long-Term Care and supplement insurance INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 10 START DATE: 06/26/2006 ADDRESS: 2800 Post Oak Blvd, suite 4100, Houston, TX 77056 DESCRIPTION: MARKETING, SALES AND SERVICE OF INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-11 |
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