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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-02-24 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Houston Police Department | Houston | TX | 12/1981 | Present |
| Vinson And Elkins Law Firm | Houston | TX | 05/1989 | 07/2023 |
| James Kalinowski | The Woodlands | TX | 12/2002 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 02/2011 | Present |
| Stream Realty | Houston` | TX | 06/2003 | Present |
| Pm Realty Group | Houston | TX | 06/2003 | 08/2024 |
| Balancing The Badge Llc | The Woodlands | TX | 08/2018 | Present |
| Trilogy Wealth Management | The Woodlands | TX | 01/2024 | Present |
1.) JIM KALINOWSKI - AGENT/REP - NON-VARIABLE INSURANCE - SINCE 12/2002 - THE WOODLANDS, TX - INVESTMENT RELATED 2.) HOUSTON POLICE DEPARTMENT - LIEUTENANT - ADMINISTRATIVE, BUDGETING SUPPLIES AND PERSONNEL - SINCE 12/1981 - HOUSTON TX - NOT INVESTMENT RELATED 3.) STREAM REALTY - PART TIME SECURITY GUARD - TRAFFIC CONTROL FOR BUILDING - 06/2003 - HOUSTON TX - NOT INVESTMENT RELATED 4.) TRILOGY WEALTH PARTNERS - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - THE WOODLANDS, TX - SINCE 01/2024 - INVESTMENT RELATED 5.) BALANCING THE BADGE LLC - PRESIDENT - SELLING PUBLISHED BOOK - THE WOODLANDS, TX - SINCE 08/2018 - NOT INVESTMENT RELATED 6.) FOUNDER BALANCING THE BADGE LLC - FOUNDER - DBA NAME FOR MARKETING PURPOSES ONLY - THE WOODLANDS, TX - SINCE 10/2018 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-11 |
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