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2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-09-10 |
Branch Locations
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • UNITED STATES
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
8133 Mesa Suite 100, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunbelt Securities Inc | Houston | TX | 09/2010 | Present |
| Shores Longoria Retirement Plan Consultants | Austin | TX | 07/2013 | Present |
1) SHORES LONGORIA RETIREMENT PLAN CONSULTANTS (DBA): INVESTMENT RELATED. 8133 MESA DR, STE 100, AUSTIN, TX 78759. SELLING 401K PLAN BUSINESS. START: 07/09/2013. TRAILS OFF OF 401K, BROKER OF RECORD. 5 HOURS A WEEK. SOME DURING TRADING HOURS. THIS IS A DBA UNDER SUNBELT SECURITIES, INC. 2) Upward Logistics Group (OBA): Not investment related. 7000 Metropolis Dr, Austin, TX 78744. Delivery driver for amazon packages. No relationship. Start: 11/2022. 20 hours a week, none during trading hours. 3) Jummp Logistics (OBA): Not investment related. 1400 Moccassin Trail, Lewisville, TX 75077. Delivery driver, delivering cookies and treats. No relationship. Start: 09/2022. 15 hours per week, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-17 |
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