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Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2003-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wrwco, L.L.C. | Houston | TX | 06/2000 | 01/2020 |
| United Planners Financial Services | Scottsdale | AZ | 02/2016 | 02/2017 |
| Wrwco, Llc | Houston | TX | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-10-13 |
| S65 | Uniform Investment Adviser Law Examination | 2003-06-30 |
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