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2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-01-10 |
| CO | RA | APPROVED | 2023-01-10 |
| TX | RA | APPROVED | 2016-10-25 |
Branch Locations
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • UNITED STATES
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
7167 Colleyville Blvd #102, Colleyville, TX 76034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Southlake | TX | 05/2009 | 10/2016 |
| Sunbelt Securities Inc | Houston | TX | 10/2016 | Present |
1) Financial 360 (DBA): Investment related. 7167 Colleyville Blvd Ste 102, Colleyville, TX 76034. DBA under Sunbelt Securities, Inc. Registered representative. Start: 10/2022. 40 hours a week, during trading hours. 2) Financial 360 LLC (OBA): Not investment related. . 7167 Colleyville Blvd Ste 102, Colleyville, TX 76034. Tax consulting and tax prep. Start: 10/2022. No relationship. 10 hours a week, some during tax season. 3) Budget Central LLC (OBA): Not investment related. 2812 Taner Cir., Haslet, TX 76052. Board of director. No relationship. Start: 6/2024. 1/2 hour per week, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-27 |
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