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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-02 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
800 Bering Drive Suite 310, Houston, TX 77057 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Wessels Financial Services | Houston | TX | 01/2017 | Present |
| Fusion Capital Management | Houston | TX | 10/2020 | Present |
| Unemployed | Houston | TX | 08/2015 | 12/2016 |
1)Insurace life and annuity sales. 2) Investment related 3)Agent and owner 4)Began in 2017 5)80 hours/week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-28 |
| S66 | Uniform Combined State Law Examination | 2006-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-28 |
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