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Managed Financial Services Corp Inc CRD 109806
$55.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10330 Lake Road Suite U, Houston, TX 77070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2001-04-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Managed Financial Services Corp., Inc. | Houston | TX | 10/1999 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-10 |
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