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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-07 |
| TX | RA | APPROVED | 2024-10-04 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | Houston | TX | 02/2004 | 01/2020 |
| Visionary Asset Management | Houston | TX | 07/2012 | 04/2019 |
| Unemployed | Houston | TX | 01/2020 | 08/2020 |
| Oak Harvest Investment Services | Houston | TX | 08/2020 | 07/2022 |
| Guardian Life Insurance | Houston | TX | 11/2022 | 10/2024 |
| Park Avenue Securities | Houston | TX | 11/2022 | 10/2024 |
| Mcgee Wealth Management | Katy | TX | 09/2022 | 09/2022 |
| Gieco Insurnace | Katy | TX | 10/2022 | 11/2022 |
| United Planners | Scottsdale | AZ | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-09-10 |
| S65 | Uniform Investment Adviser Law Examination | 2015-10-20 |
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