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Sugarland, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-22 |
Branch Locations
4545 Post Oak Pl Dr Suite 205D, Houston, TX 77027 • United States
Sugarland, TX • United States
Conroe, TX • 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 |
|---|---|---|---|---|
| Guardian Life Insurance Co | Houston | TX | 12/2014 | 05/2019 |
| Park Avenue Securities Llc | Houston | TX | 04/2015 | 05/2019 |
| Brokers International Financial Services | Urbandale | IA | 05/2019 | 12/2021 |
| M&A Wealth | Sugarland | TX | 02/2023 | Present |
| P&C Life Insurance Agency, Llc | Sugarland | TX | 02/2023 | Present |
| General Turbines System Of Texas Inc | Conroe | TX | 12/2021 | 02/2023 |
P&C Life Insurance Agency, LLC; Investment Related; 5003 Collingwood Court, SugarLand, TX 77479; Sales of Insurance and Annuity Products for Financial Planning and Modular Planning; Insurance Agent; Modular Financial Planning; Start Date: 02/2023- Present; Number of hours 40 hours/month; Help clients look for financial products to suit their needs in regards to insurance and annutiy products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-06 |
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