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Current Employers
Kingwood Investment Group

22001 Northpark Drive Suite 245, Kingwood, TX 77339 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-01
  • TX RA
    APPROVED
    Since 2025-04-01

Branch Locations

22001 Northpark Drive Suite 245, Kingwood, TX 77339 • United States

Galveston, TX • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2012 → 11/2018
    Alegent Health Care Systems
    Omaha, NE
  • 10/2012 → 01/2020
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 01/2020 → 03/2025
    Next Financial Group
    Houston, TX
  • 04/2025 → Present
    Kingwood, TX
Previous Registrations
  • 2020-01-02 → 2025-04-01
    Next Financial Group, Inc.
    Galveston, TX
    Kingwood, TX
    Galveston, TX
    Houston, TX
  • 2013-09-04 → 2019-12-31
    Cetera Wealth Services, Llc
    Omaha, NE
    Conroe, TX
  • 2007-01-22 → 2007-12-31
    Troy, NY
    Albany, NY
    Albany, NY
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-27
  • S66 Uniform Combined State Law Examination
    2013-08-27
Other Names
  • Terri Ann Canterbury
  • Terri A Liepman
  • Terri Ann Liepman

View on SEC IAPD

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