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201 Ft. Worth Hwy., Weatherford, TX 76086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-22 |
Branch Locations
24650 Kingsland Blvd, Katy, TX 77494 • United States
201 Ft. Worth Hwy., Weatherford, TX 76086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neal Financial Group, L.P. | Houston | TX | 02/2007 | 03/2024 |
| Lpl Financial | Katy | TX | 06/2006 | 12/2024 |
| Garrett Wealth Advisory Group, Llc | Katy | TX | 01/2024 | Present |
1.) 01/2004 - Texas State Life, Accident, Health and HMO Agent; Investment Related: Yes; Location - At reported business location; Duties: Life insurance products; Hours devoted per month to business during trading hours 2; Hours devoted per month outside of business hours 0. 2.) 06/2006; LPL Financial, Investment Related activity as a registered representative-- At Reported Business Location- 10 Hour/Month, 10 Hours During Securities Trading. 3.) 01/2024 - Garrett Wealth Advisory Group, LLC--DBA: (Hybrid) BentOak Capital--Investment Related--At Reported Business Location(s)--Registered Investment Advisor DBA--IAR-Start 01/2024 - Responsibilities: provide investment advisory services through Garrett Wealth Advisory Group, an independent investment advisory firm and separate from LPL Financial - 170 Hours/Month; 160 hours During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-22 |
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