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James Ray Munchbach

Bayrock Financial, L.L.C.

Friendswood, TX

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Current Employers
Bayrock Financial, L.L.C.

Friendswood, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-09-24
  • TX RA
    APPROVED
    Since 2019-09-24

Branch Locations

Friendswood, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sta Wealth Management Houston TX 09/2016 04/2017
Archetype Wealth Partners, Llc Houston TX 04/2017 02/2018
Tremont Street Advisors, Llc Galveston TX 02/2018 08/2019
Abba Claims Consultants Dallas TX 10/2017 01/2019
Bayrock Financial, L.L.C. Houston TX 07/2016 Present
University Of Houston Houston TX 01/2012 Present
Bayrock Financial, L.L.C. Houston TX 08/2019 Present
  • 09/2016 → 04/2017
    Sta Wealth Management
    Houston, TX
  • 04/2017 → 02/2018
    Archetype Wealth Partners, Llc
    Houston, TX
  • 02/2018 → 08/2019
    Galveston, TX
  • 10/2017 → 01/2019
    Abba Claims Consultants
    Dallas, TX
  • 07/2016 → Present
    Houston, TX
  • 01/2012 → Present
    University Of Houston
    Houston, TX
  • 08/2019 → Present
    Houston, TX
Previous Registrations
Other Businesses

1) 01/2012 Mr. Munchbach is a Professor of Personal Finance of Bauer College of Business, one day a week. This commitment takes approximately 4 hours a week. 2) Independent Insurance Agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-13
S63 Uniform Securities Agent State Law Examination 1998-06-13
  • S66 Uniform Combined State Law Examination
    2015-03-13
  • S63 Uniform Securities Agent State Law Examination
    1998-06-13
Designations
Other Names
  • Jim R Munchbach
  • Jim Ray Munchbach

View on SEC IAPD

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