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12603 Southwest Frwy Suite 640, Stafford, TX 77477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
12603 Southwest Frwy Suite 640, Stafford, TX 77477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 12/2018 | 06/2021 |
| Regal Investment Advisors Llc | Houston | TX | 06/2017 | 06/2018 |
| Momentum Financial Strategies, Llc | Stafford | TX | 08/2021 | Present |
| Retired | Houston | TX | 02/2012 | 08/2017 |
| Momentum Financial Strategies, Llc | Stafford | TX | 09/2017 | Present |
MOMENTUM FINANCIAL STRATEGIES, LLC; INVESTMENT-RELATED; 10701 CORPORATE DR., SUITE 130, STAFFORD, TX 77477; INSURANCE SALES AND SERVICE; DIRECTOR; 9/2017; 120 HOURS PER MONTH; 96 HOURS PER MONTH; SALES OF FIXED INSURANCE PRODUCTS AB-IWRITE LLC; Investment-related: No; Address: 710 N. Post Oak Suite 400 Houston TX 77024; Computer Hardware Design; Position: Founder; Start date: 11/16/10; 0 hours during trading hours; Duties: None Aquil and Brooks, Inc.; Investment-related No; Address: 12603 SOUTHWEST FWY SUITE #640 STAFFORD TX 77477; Insurance Sales; Position: Founder; Start date: 12/2002; 0 hours during trading hours; Duties: None 1 Cent Management, Inc.; Investment-related: No; Address: 710 N. Post Oak Suite 400 Houston TX 77024; Business Management Consulting; Position: General Manager; Start date: 5/18/2010; 2 hours per day spending during trading hours; Duties: Business and client relationship management OCM Developments, LLC; Investment-related: No; Address: 710 N. Post Oak Suite 400 Houston TX 77024; Home Builder; Position: Founder; Start date: 2/10/20; 0 hours during trading hours; Duties: None OCM Properties, LLC; Investment-related: No; Address: 710 N. Post Oak Suite 400 Houston TX 77024; Rental Property Management; Position: Founder; Start Date: 4/5/17; 0 hours during trading hours; Duties: Review Financial Statements Golden Lending Group, LLC; Investment-related: No; Address: 710 N. Post Oak Suite 400 Houston TX 77024; Private Lending; Position: Secretary; Start date: 9/18/2000; 0 hours during trading hours; Duties: Review Financial Statements Penny Hardaway's National Hoopfest Series, LLC; Investment- related: No; Address: 710 N. Post Oak Suite 400 Houston TX 77024; Basketball Summer Camp Ages 10-17; Position: Secretary; Start date: 5/3/17; 0 hours during trad hours; Duties: Review Financial Statements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-25 |
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