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1521 Green Oak Place #194, Kingwood, TX 77339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-01-05 |
| TX | RA | APPROVED | 2011-06-01 |
Branch Locations
1521 Green Oak Place #194, Kingwood, TX 77339 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifeplan Financial Services, Lp (156548) | Kingwood | TX | 12/2006 | Present |
| Humble-Kingwood Business Services, Llc | Humble | TX | 02/2006 | Present |
| Debenon Insurance Services Llc | Kingwood | TX | 01/2025 | Present |
1) CHARLES DEBENON, 510 E MAIN ST, HUMBLE, TX 77338, INSURANCE, OWNER/AGENT, OFFERING DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE, START DATE 08/09, 5 HPM, 1 HPM DURING TRADING HRS. HUMBLE-KINGWOOD BUSINESS SERVICES, 510 E MAIN ST, HUMBLE, TX 77338, TAX PREPARATION, NOT INVESTMENT RELATED, OWNER/MANAGER, TAX CONSULTANT/PREPARATION, START DT 02/06, 100 HPM, 100 HPM DURING TRADING HRS. 2) DeBenon Insurance Services LLC; Legal name: LifePlan Financial Services LP; investment related: Yes; Location of the business: 1521 Green Oak Place, Suite 194 Kingwood TX 77339 United States; Description of the business: The business is a Texas LLC that has plans to become a licensed Texas life insurance agency by the end of 2025. The LLC currently has independent insurance agents (myself and my son) who are also managing members. However, such members are currently offering insurance products and advice independently of the LLC.; Position Title: Managing Member; Responsibilities Duties: Manage the business and sell the following insurance products through the business once it becomes a licensed Texas life insurance agency: Fixed annuities, Fixed index annuities, term life insurance, universal or index life insurance with long term care riders and disability insurance. ; Start date: 2025-01-13 Hours per month devoted to business during trading hours: 0.1; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0.5;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-08 |
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