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2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-09 |
Branch Locations
800 Gessner, Suite 350, Houston, TX 77024 • United States
2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States
1725 Hughes Landing Blvd. Suite 1225, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Toby Richey & Associates | Houston | TX | 01/2015 | 04/2017 |
| Tranquilo Way Productions, Llc | Houston | TX | 11/2016 | 02/2019 |
| Willis Johnson & Associates | Houston | TX | 05/2017 | 02/2019 |
| Fsc Securities Corp | Atlanta | GA | 07/2017 | 01/2018 |
| Willis Johnson & Associates | Houston | TX | 05/2017 | 02/2019 |
| Raymond James & Associates, Inc. | Houston | TX | 02/2019 | 03/2021 |
| Fca Corp | Houston | TX | 03/2021 | 06/2023 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 06/2023 | 07/2024 |
| The Colony Group, Llc | Boston | MA | 07/2024 | 03/2025 |
| Bogart Wealth, Llc | The Woodlands | TX | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-04 |
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