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18935 I-45 North, Spring, TX 77388 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sonnet, Llc | Spring | TX | 02/2016 | Present |
| Revo Financial, Llc | The Woodlands, Tx | TX | 07/2015 | Present |
1. Revo Financial - Investment Related - 23 Townsend Place, The Woodlands, TX 77382 - RIA - Chief Investment Officer - 07/2015 - 10 - 20 hours per month devoted to other business and during trading hours - Responsible for updating and maintaining money management models
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-02 |
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