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1200 Smith Street Suite 610, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-23 |
Branch Locations
1200 Smith Street Suite 610, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals, Inc. | San Antonio | TX | 11/2005 | 05/2017 |
| Lpl Financial Llc | Wharton | TX | 11/2017 | 03/2018 |
| Post Oak Private Wealth Advisors | Houston | TX | 07/2019 | Present |
| Incomar Investments, Llc | Houston | TX | 03/2018 | 07/2019 |
| Investment Centers Of America, Inc. | Wharton | TX | 05/2017 | 11/2017 |
| Investment Professionals, Inc. | Wharton | TX | 10/2007 | 05/2017 |
POST OAK PRIVATE WEALTH ADVISORS; INVESTMENT RELATED; INSURANCE AGENT; SPENDS 5 HOURS PER MONTH DURING TRADING HOURS; INSURANCE SALES Name of the other business: AGCM Investment-related: No Address: Houston, Texas Nature of the business: Advise school curriculum Position, title, or relationship with the other business: N/a Start date: 06/01/2023 Approximate hours/month: 8 Hours during securities trading hours: yes Duties: Advise school curriculum
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-18 |
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