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Eric Michael Sandrock

Performance Investment Group

Houston, TX

CRD 4067786

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Employer firm

Performance Investment Group CRD 153030

$54.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Performance Investment Group

16365 Park Ten Place, Suite 345, Houston, TX 77084 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-04-14
  • TX RA
    APPROVED
    Since 2010-04-14

Branch Locations

16365 Park Ten Place, Suite 345, Houston, TX 77084 • 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
Performance Investment Group (153030) Houston TX 04/2010 Present
  • 04/2010 → Present
    Performance Investment Group (153030)
    Houston, TX
Previous Registrations
  • 2005-07-18 → 2013-11-15
    Pnc Managed Account Solutions, Inc.
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-04-23
S63 Uniform Securities Agent State Law Examination 1999-12-10
  • S65 Uniform Investment Adviser Law Examination
    2001-04-23
  • S63 Uniform Securities Agent State Law Examination
    1999-12-10
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

More in Houston, TX

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