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Account
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10200 Grogan'S Mill Road Suite 430, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-24 |
| TX | RA | APPROVED | 2022-06-07 |
Branch Locations
10200 Grogan'S Mill Road Suite 430, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2010 | Present |
| Carlton Hofferkamp & Jenks Wealth Management | The Woodlands | TX | 08/2010 | Present |
| Chj Wealth Management | The Woodlands | TX | 04/2022 | Present |
1) Carlton, Hofferkamp & Jenks Wealth Management. Investment Related. At registered location. RIA. IAR. Start 8/2010. 160 hours per month, 130 during trading. 2) Insurance. Not Investment Related. At registered location. Insurance. Agent. Start 1/2018. 1 hour per month not during trading. Help clients purchase term insurance if the need arises.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-09 |
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