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1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-01-12 |
| OH | RA | APPROVED | 2018-06-20 |
| MN | RA | APPROVED | 2018-06-18 |
| DE | RA | APPROVED | 2016-06-28 |
| MD | RA | APPROVED | 2016-06-01 |
| MI | RA | APPROVED | 2016-05-25 |
| IL | RA | APPROVED | 2016-01-04 |
| LA | RA | APPROVED | 2015-02-20 |
| CA | RA | APPROVED | 2015-02-19 |
| PA | RA | APPROVED | 2015-02-18 |
| TX | RA | APPROVED | 2015-02-18 |
Branch Locations
1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage Settlement Consulting | Houston | TX | 02/2014 | Present |
| Greystone Advisory Group Llc | Houston | TX | 05/2014 | Present |
| Devon Investment Advisory, Llc | Houston | TX | 01/2019 | Present |
| Archer Systems Llc | Houston | TX | 01/2019 | Present |
| Freeman Financial Services, Llc | Houston | TX | 01/2009 | Present |
1-INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2-DEVON INVESTMENT ADVISORY, LLC / INVESTMENT RELATED / 1400 POST OAK BLVD, SUITE 450, HOUSTON, TX 77056 / REGISTERED INVESTMENT ADVISOR / CEO & MANAGING MEMBER / JANUARY 2019 / 8 HRS PER MONTH / 0.25 HRS DURING TRADING HRS / MANAGERIAL & BUSINESS DEVELOPMENT 3-GREYSTONE ADVISORY GROUP, LLC / INVESTMENT RELATED/ 1400 POST OAK BLVD, SUITE 450, HOUSTON, TX 77056 / REGISTERED INVESTMENT ADVISOR / MANAGING MEMBER & CHIEF COMPLIANCE OFFICER / MAY 2014 / 8 HRS PER MONTH / 0.25 HRS DURING TRADING HRS / MANAGERIAL 4-ARCHER SYSTEMS LLC / NON-INVESTMENT RELATED / 1775 ST. JAMES PLACE, SUITE 200, HOUSTON, TX 77056 / CO-CHAIRMAN / JANUARY 2019 / 10 HRS PER MONTH / 0 HRS DURING TRADING HOURS / MANAGERIAL & BUSINESS DEVELOPMENT 5-SAGE SETTLEMENT CONSULTING / NON-INVESTMENT RELATED / 1400 POST OAK BLVD, SUITE 450, HOUSTON, TX 77056/ SETTLEMENT PLANNING AND ADMINISTRATION / CO-CHAIRMAN / FEBRUARY 2014 / 100 HRS PER MONTH / 2.75 HRS DURING TRADING HOURS / MANAGERIAL & BUSINESS DEVELOPMENT 6-FREEMAN FINANCIAL SERVICES / INVESTMENT RELATED / 1400 POST OAK BLVD, SUITE 450, HOUSTON, TX 77056 / OWNER / JANUARY 2009 / 10 HRS PER MONTH / 0.5 HRS DURING TRADING HRS / OWNER AND INSURANCE AGENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-20 |
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