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224 Ed English Dr. Suite A, The Woodlands, TX 77385 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
224 Ed English Dr. Suite A, The Woodlands, TX 77385 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | The Woodlands | TX | 10/2021 | 07/2025 |
| Xeron, Inc. | Houston | TX | 02/2007 | 05/2017 |
| Unemployed | The Woodlands | TX | 06/2017 | 10/2017 |
| Enjet, Llc | Houston | TX | 10/2017 | 02/2018 |
| Unemployed | The Woodlands | TX | 03/2018 | 07/2018 |
| New Stone Americas | The Woodlands | TX | 08/2018 | 07/2021 |
| Unemployed | The Woodlands | TX | 08/2021 | 09/2021 |
| Outlook Wealth Advisors | The Woodlands | TX | 07/2025 | Present |
The Woodlands College Park High School Golf Booster Club - Treasurer since August of 2025, and this is my son's high school golf booster club. I spend an hour a month working on this. I spend no time during securities trading hours doing this. I basically collect dues and pay expenses for the golf team using the dues. This is a non-profit. I am Texas Insurance licensed to sell Health, Life, LTC, and Annuities. I do this within the capacity of my job at Outlook Wealth Advisors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-31 |
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