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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| MS | RA | APPROVED | 2022-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas C Schmidt, Sr. | Houston | TX | 06/1997 | 01/2018 |
| Lan Holdings, Llc Dba Heritage Financial Group | Houston | TX | 09/2014 | 04/2019 |
| Premier Directional Drilling | Houston | TX | 09/2014 | 10/2017 |
| Velocity Business Advisors | Cypress | TX | 01/2018 | Present |
| Avl/Wealthcare, Llc | Gulfport | MS | 04/2019 | 11/2022 |
| Stratos Wealth Partners, Ltd. | Gulfport | MS | 11/2022 | Present |
1) VELOCITY BUSINESS ADVISORS, 536 DYNSMORE PLACE, LONG BEACH, MS 39560. NON INVESTMENT-RELATED; BUSINESS CONSULTING & TAX PREPARATION. 01/2018 TO PRESENT. APPROXIMATELY 40 HOURS PER MONTH IS DEVOTED TO THIS BUSINESS WITH 8 OF THOSE HOURS OCCURRING DURING SECURITIES TRADING HOURS. 2) AVL Wealthcare - Registered Investment Advisor DBA - 9/2022 - Investment-Related - Investment Advisory and Financial Plannning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-14 |
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