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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-12-05 |
Branch Locations
2202 Timberloch Place Suite 135, The Woodlands, TX 77380 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-06-01 |
Branch Locations
2202 Timberloch Place Suite 135, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Outlook Financial Group, Llc | The Woodlands | TX | 04/2006 | Present |
| Capital Analysts Incorporated | Cincinnati | OH | 01/2012 | Present |
| Lincoln Investment | The Woodlands | TX | 06/2012 | Present |
CHRISTOPHER S RAMSEY POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 05/25/2000 ADDRESS: 2202 Timberloch Place, Suite 135, The Woodlands TX 77380, United States DESCRIPTION: Identify needs, solicit quotes and illustrations, and process applications. Outlook Financial Group, LLC POSITION: Managing Member NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2017 ADDRESS: 2202 Timberloch Place, Suite 135, The Woodlands TX 77380, United States DESCRIPTION: Outlook Financial Group, LLC (OFG) is the entity through which our practice is run. DBA for Lincoln business. While all commission and fees are paid to me directly, a portion of this income is then paid to OFG to cover payroll, rent, and all other office expenses.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-05-22 |
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