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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-21 |
Branch Locations
24 Greenway Plaza Ste 1725, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 08/2013 | 04/2022 |
| Voya Financial Advisors, Inc. | Houston | TX | 04/2022 | Present |
NAME OF ENTITY:Independent Insurance Agent; Yes; 2925 Richmond Ave Ste 1200; Houston; TX; 77098; Fixed Insurance Sales; Independent Insurance Agent; 04/12/2022; 160; 160; sales of fixed insurance and Medicare products NAME OF ENTITY:Trevis Bonnett Rental Properties; No; 19623 Lighthouse Scene Lane; Cypress; TX; 77433; Sole rental property Owners; Property Owner; 11/01/2006; 1; 0 ; Review monthly statements and approval any potential improvement of the property|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-05-20 |
| S66 | Uniform Combined State Law Examination | 2008-04-01 |
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