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23114 Seven Meadows Parkway, Katy, TX 77494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-23 |
| TX | RA | APPROVED | 2020-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | San Antonio | TX | 10/2013 | 07/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 11/2019 | 01/2020 |
| Roberts Wealth Management | Sugar Land | TX | 10/2019 | 11/2019 |
| Encompass Advisory Services Llc | Katy | TX | 04/2020 | Present |
| Kansas State University | Houston | TX | 08/2019 | 06/2022 |
| The Leaders Group Inc | Littleton | CO | 06/2021 | 08/2022 |
| Kansas State University | Houston | TX | 08/2022 | Present |
-ENCOMPASS ADVISORY SERVICES - 4/7/2020 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - SVP of Financial Planning, Sales, Investment Related, IAR Business, 160 hrs/mo; 160 hrs/mo (during trading hours). -INDEPENDENT INSURANCE AGENT - 4/7/2020 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - Insurance agent, Sell insurance, Not Investment Related, Insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours). Independent contractor for insurance marketing organization. -FAMILY FIRST LIFE- 4/15/2020- 23114 Seven Meadows Parkway, Katy, TX 77494, Not investment related, insurance sales, agent, 1 hr/mo, 1 hr/mo (during trading hours), insurance sales. -INVESTMENT PROPERTY-02/05/2025- 7526 Brookdale Bluff Ln, 77407 - Owner - Not Investment related, 5 hrs/mo, 0 hrs/mo during trading hours, owner of investment property. -VISION MOTORSPORTS LLC- 3/1/2024, 20392 Northpark Dr, Ashburn, VA 20147, Not Investment Related, Porsche North America Road Race Team, consultant, 10 hr/mo, 1 hrs/mo (during trading hour)s, provide consulting services for race team as needed. -KSU PROFESSOR-9/1/2022-343D Justin Hall, Manhattan, KS 66502, Kansas State University, not investment related Academics, Practicing Professor, 160 hrs/mo, 40 hrs/mo (during trading hours), teach masters and PhD level courses. -AUTHOR-8/1/2018-23114 Seven Meadows Parkway, Katy, TX 77494, not investment related, author, 1 hr/mo, 1 hr/mo (during trading hours), write peer-reviewed articles for various journals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-09 |
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