Jody Daniel Howard

Current Employers

Employment History

• 10/2009 → 08/2020
  Equitable Advisors, Llc
  New York, NY
• 08/2020 → 07/2021
  Wealthshield Partners, Llc
  Cary, NC
• 09/2020 → Present
  Sanders Morris Harris Llc
  Greenville, SC
• 07/2021 → 01/2026
  Org Partners, Llc
  Greenville, SC
• 01/2026 → Present
  Ascentis Independent Advisors
  Dallas, TX

Previous Registrations

• 2021-07-30 → 2026-01-05
  Org Partners
  Dallas, TX
  Greenville, SC
  Greenville, SC
• 2020-08-28 → 2021-07-30
  Wealthshield Partners, Llc
  Greenville, SC
• 2009-10-29 → 2020-09-02
  Equitable Advisors, Llc
  Greenville, SC
  Charlotte, NC
  Greenville, SC
  Greenville, SC
• 2006-03-31 → 2009-11-02
  Signator Investors, Inc.
  Greenville, SC
  Greenville, SC

Other Businesses

1) One Resource Group; Investment Related; Insurance Brokerage Business; start date: 05/19/2005; 13548 Zubrick Rd, Roanoke IN 46783; Independent insurance agent for the purpose of selling fixed and variable insurance products as well as accident and health insurance through various insurance carriers; 30 minutes/day devoted, 30 minutes/day devoted during securities trading hours. 2) Sanders Morris Harris, LLC; Investment Related; Insurance Brokerage Business; start date: 09/2020; 600 Travis St Suite 5900, Houston TX 77002; Registered Representative; 15 minutes/day devoted; 15 minutes/day devoted during securities trading hours. 3) Greenfield Pines LLC DBA for RIA with ORG Partners. This is to capture income from ORG partners.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-14
• S63 Uniform Securities Agent State Law Examination
  1998-02-16

Other Names

• Jody D Howard