Inactive

Sarah Anne Mizell

Cove Wealth Management

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Current Employers

Cove Wealth Management

710 North Post Oak Road Suite 420, Houston, TX 77024-3894 • United States

Current Registrations

Authority	Category	Status	Date
NM	RA	APPROVED	2022-11-09
TX	RA	APPROVED	2014-10-01

NM RA
APPROVED

Since 2022-11-09
TX RA
APPROVED

Since 2014-10-01

Branch Locations

710 North Post Oak Road Suite 420, Houston, TX 77024-3894 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Valued Retirements	Houston	TX	10/2014	Present
Julianna Poor Memorial Counseling Center	Houston	TX	04/2010	Present

10/2014 → Present

Valued Retirements

Houston, TX
04/2010 → Present

Julianna Poor Memorial Counseling Center

Houston, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-09-24

S65 Uniform Investment Adviser Law Examination

2014-09-24

Other Names

Sarah Anne Stoltzfus
Sarah Stoltzfus

View on SEC IAPD

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