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22001 Northpark Drive Suite 245, Kingwood, TX 77339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
22001 Northpark Drive Suite 245, Kingwood, TX 77339 • 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 |
|---|---|---|---|---|
| Alegent Health Care Systems | Omaha | NE | 03/2012 | 11/2018 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2012 | 01/2020 |
| Next Financial Group | Houston | TX | 01/2020 | 03/2025 |
| Kingwood Investment Group | Kingwood | TX | 04/2025 | Present |
1) DBA: Gulf View Insurance Solutions, POSITION: Agent NATURE: Insurance, Fixed Annuities, Life/Health, Long-Term Care, Not INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2012 ADDRESS: 3433 Cove View Blvd # 1307, Galveston TX 77554, United States DESCRIPTION: Insurance sales 2) Terri Canterbury POSITION: Sole Proprietor NATURE: Healthcare Navigator INVESTMENT RELATED: NO NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 6/4/2021 ADDRESS: 3433 Cove View Blvd. Ste. 1307, Galveston, Texas 77554 DESCRIPTION: Consults with clients to assist in navigating the health care system.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-27 |
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