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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-20 |
Branch Locations
1600 Highway 6 Suite 400, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| (Dba) 3 Mark Financial | Sugar Land | TX | 09/2010 | Present |
| Concourse Financial Group Securities Inc | Sugar Land | TX | 05/2011 | 02/2025 |
| Cetera Wealth Services, Llc | Sugar Land | TX | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) 3 MARK FINANCIAL; Investment Related; 1600 Hwy 6, Ste 400, Sugar Land, TX 77478; Insurance Marketing; Internal Wholesaler; Start Date 09/2010; 160 hours per month; Servicing agent for illustrations. >> JOHNATHON BUNCH; Investment Related; 2523 Fern Hill Drive, Spring, TX 77373; Insurance; Agent; Start Date 10/2007; 2 to 4 hours per month; Provide insurance products and services to meet clients' needs. >> RENTAL MANAGEMENT; Non-Investment Related; Residence Address; Real Estate; Landlord/Owner; Start Date 07/2021; 25 hours per month with 3 of those hours per month occurring during trading hours; Locate properties, manage contractors, collect rent, purchase properties and rehab those if needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-10 |
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