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9595 Six Pines Drive Building 4 Suite 4230, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
Branch Locations
9595 Six Pines Drive Building 4 Suite 4230, The Woodlands, TX 77380 • United States
26410 Oak Ridge Drive 120, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-13 |
Branch Locations
26410 Oak Ridge Drive 120, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Awm Financial Services Inc. | Houston | TX | 01/2000 | Present |
| Awm Insurance Services Inc. | Houston | TX | 06/2014 | Present |
| Allied Wealth Consulting Services, Llc Dba Allied Wealth | Houston | TX | 11/2013 | Present |
| Formulafolio Investments, Llc | Grand Rapids | MI | 01/2016 | 04/2017 |
| Retirement Wealth Advisors, Inc. | Grand Rapids | MI | 01/2016 | 04/2017 |
| Portfolio Dynamix | The Woodlands | TX | 11/2019 | Present |
AWM Financial Services, Inc.- Investment related, 9595 Six Pines Drive, Building 4, Suite 4230, The Woodlands, Texas 77380. Investment Advisor Firm & Life Insurance & Annuity Sales, CEO, Investment Advisor Representative, start date 1/2000, hours dedicated - 30 out of the 30 hours per month 20 hours are during trading hours, CEO & Investment Advisor Representative- Insurance Sales Commission from the sales of Life Insurance and Annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-04 |
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