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2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2011-10-24 |
Branch Locations
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • UNITED STATES
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
2650 Cooper Ave Ste 114, Springfield, IL 62704 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunbelt Securities Inc | Houston | TX | 09/2010 | Present |
| Lakner Wealth Management (Dba) | Springfield | IL | 02/2012 | Present |
1) LAKNER WEALTH MANAGEMENT (DBA) INVESTMENT RELATED. 2650 Cooper Ave, Ste 114, SPRINGFIELD, IL 62704. INVESTMENTS AND INSURANCE. FINANCIAL ADVISOR/REGISTERED REPRESENTATIVE. DBA UNDER SUNBELT SECURITIES INC. START DATE: 09/03/2010, COMPENSATION: COMMISSIONS UNDER SUNBELT SECURITIES, INC. 50 HOURS A WEEK, DURING NORMAL TRADING HOURS. 2) Brad & Alicia Lakner Rental Property (OBA): Not investment related. 2650 Cooper Ave, Ste 114, Springfield, IL 62704. Rental property. Property Owner. No relationship. Start: 2022. Zero hours per month, none during trading hours. 3) Western Catholic Union; Sale of Fixed Annuities and Life Insurance. Start 10/2018. No specific time commitment - as needed. 4) Melaleuca Inc (OBA): Not investment related. 4609 West 65th South, Idaho Falls, ID 83402. Refer customers to their product. No title. No relationship. 12/1990. Zero hours a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-13 |
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