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1334 Brittmoore Rd. Suite 1000 B, Houston, TX 77043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-08 |
Branch Locations
1334 Brittmoore Rd. Suite 1000 B, Houston, TX 77043 • 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 |
|---|---|---|---|---|
| Guardian Life Insurance Company | Houston | TX | 12/2003 | 11/2018 |
| Park Avenue Securities | Houston | TX | 02/2004 | 11/2018 |
| Life Balance Financial | Houston | TX | 11/2018 | Present |
| Self-Employeed | Houston | TX | 05/2003 | Present |
1. Other Insurance Sales Occasional sale of personal insurance (life, disability income and long-term care) through non-Guardian carriers Start: 01/01/2004 Address: 3040 Post Oak Blvd., Suite 400Houston, TX 77056 Hrs per month - Tot/Bus: 8/2 Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-24 |
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