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Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-23 |
| FL | RA | APPROVED | 2026-07-20 |
| LA | RA | APPROVED | 2019-12-09 |
| TX | RA | APPROVED | 2016-03-09 |
Branch Locations
510 Bering Drive Suite 540, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-13 |
Branch Locations
8556 Katy Freeway Suite 108, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Champions Real Estate Group | Houston | TX | 07/2011 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 02/2013 | Present |
| Seren Wealth Advisors, Llc | Houston | TX | 01/2016 | Present |
| Sole Proprietor | Houston | TX | 02/2013 | Present |
| Calderwood Financial Strategies, Inc. | Houston | TX | 04/2022 | Present |
1. Name: Stephanie Blakes. Investment-Related: No. Address: Houston, TX. Nature: Insurance Sales. Position: Insurance Agent. Start Date: 2/2013. Approximate Hours/Month: 10-15; Hours/Month During Securities Trading Hours: 5-10. Duties: Sales and service of insurance products for multiple carriers. 2. Name: Champions Real Estate Group. Investment-Related: No. Address: Houston, TX. Nature: Real Estate Sales. Position: Real Estate Broker, Independent Contractor. Start Date: 7/2011. Approximate Hours/Month: 5. Hours/Month During Securities Trading Hours: <5. Duties: Assist clients with purchase of residential real estate on limited basis. 3. Calderwood Financial Strategies, Inc. Investment-Related: Yes. Address: Houston, TX. Nature: Financial. Position: Investment Adviser Representative, Independent Contractor. Start Date: 4/2022. Approximate Hours/Month: 20-30. Hours/Month During Securities Trading Hours: 15-25. Duties: Provide financial planning and investment advisor services to clients; administrative support to firm. 4. Seren Wealth Advisors, LLC. Investment-Related: Yes. Address: Houston, TX. Nature: Financial. Position: Owner, CCO, Investment Adviser Representative. Start Date: 1/2016. Approximate Hours/Month: 120-140. Hours/Month During Securities Trading Hours: 100-120. Duties: Provide financial planning and investment management services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-08 |
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