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The Advisory Resource Group, LLC CRD 290110
$927M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4625 E. 91St Street, Tulsa, OK 74137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-28 |
Branch Locations
14811 St. Mary's Lane Suite 175, Houston, TX 77079 • United States
4625 E. 91St Street, Tulsa, OK 74137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Houston | TX | 02/2009 | 11/2017 |
| Compass Pointe Financial, Llc | Houston | TX | 12/2017 | Present |
| M.S. Howells & Co. | Scottsdale | AZ | 12/2017 | Present |
| The Advisory Resource Group | Tulsa | OK | 12/2017 | Present |
DEC 2017; THE ADVISORY RESOURCE GROUP DBA COMPASS POINTE FINANCIAL, HOUSTON, TX; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR; ASSISTANT; ADMINISTRATIVE WORK; DEVOTE 100 HRS/MO, 80 HRS DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-29 |
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