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Montgomery, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savoy Investment Management, Inc. | Montgomery | TX | 09/2011 | Present |
Tax planning and return preparation services provided by Pres/CEO/Investment Adviser Representative to 9 clients of Savoy Investment Management, Inc. Offered as an additional service, tax planning is primarily investment related and preparation is a convenience related service. 15 hours per month outside of investment management and trading hours, billed to clients on an hourly basis.
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