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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-12-22 |
Branch Locations
1900 West Loop S Ste 650A, Houston, TX 77027 • United States
Baytown, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Houston | TX | 11/2010 | Present |
| Principal Securities Inc | Houston | TX | 06/2016 | Present |
| Union Financial | Houston | TX | 05/2021 | Present |
**STOCK PHOTOGRAPHY, LIST SOME OF ORIGINAL PHOTOGRAPHY WORK ON STOCK PHOTOGRAPHY WEBSITES. THE IMAGE RIGHTS ARE BOUGHT BE COMPANIES, AD AGENCIES, ETC. FOR USE IN ADVERTISING, WEB DESIGN AND LITERATURE. IMAGES ARE ROYALTY FREE AND DO NOT CONTAIN ANY TRADEMARK OR COPYRIGHTED SEGMENTS, 8/9/13. **Fixed Insurance; Investment Related; Houston, TX; Agent; Life, Annuities, LTC, DI, Health; Start Date: 07/15/2003; 40 hrs per month; 20 during trading hours. **Fixed Insurance; Investment Related; Houston, TX; Agent; Group Insurance; Start Date: 07/01/2003; 40 hrs per month; 20 during trading hours. **SCHUBERT FINANCIAL GROUP POSITION: Owner/CEO NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 1900 West Loop South, Suite 400, Houston TX 77027, United States DESCRIPTION: Through my CPA we are setting up an S-corp and LLC for tax purposes. I am not using Schubert Financial Group with clients or prospects. **LEAGUE CITY ROTARY CLUB POSITION: President-Elect NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2025 ADDRESS: 131 League St, League City TX 77573, United States DESCRIPTION: I will be leading our monthly service projects that include meal distributions for needy families, flu shot clinics, and book donations for local schools. My main duty is getting volunteers from the club to attend the events and help.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-13 |
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