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10777 Northwest Freeway Suite 440, Houston, TX 77092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-13 |
Branch Locations
10777 Northwest Freeway Suite 440, Houston, TX 77092 • 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 |
|---|---|---|---|---|
| Professional Retirement Planning Inc. | Houston | TX | 01/2002 | Present |
| Professional Retirement Planning Gp Llc | Houston | TX | 01/2002 | Present |
| Nova 401(K) Associates | Houston | TX | 11/2009 | Present |
Nova 401(k) Associates, 10777 Northwest Freeway Suite 440, Houston TX 77092 The business is non investment related. Nova is an actuarial and third party administrator for qualified plans. My position is account manager for the defined benefit department. I serve as actuary as well. I started with Nova 401(k) in November of 2009. I work full time 40 hours per week during 9-5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-22 |
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