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Hanson Douglas Street

Shelter Wealth Strategies, LLC

Houston, TX

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Current Employers
Shelter Wealth Strategies, Llc

1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-01-11
  • TX RA
    APPROVED
    Since 2017-01-11

Branch Locations

1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Greystone Advisory Group Llc Houston TX 01/2017 Present
Cambridge Investment Research, Inc. Fairfield IA 07/2015 01/2017
Sage Settlement Consulting Austin TX 07/2014 Present
The James Street Group, Llc Houston TX 01/2014 Present
H. Street Settlement Advisors, Llc (Dba Street Settlements, Llc) Houston TX 07/2014 Present
  • 01/2017 → Present
    Greystone Advisory Group Llc
    Houston, TX
  • 07/2015 → 01/2017
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 07/2014 → Present
    Sage Settlement Consulting
    Austin, TX
  • 01/2014 → Present
    The James Street Group, Llc
    Houston, TX
  • 07/2014 → Present
    H. Street Settlement Advisors, Llc (Dba Street Settlements, Llc)
    Houston, TX
Previous Registrations
Other Businesses

1 - Sage Settlement Consulting / Non-Investment Related / 1211 Taylor Draper Lane, Suite 210-A Austin, Texas 78759 / Settlement Consulting / Settlement Planner & Insurance Agent / Jul-2014 / 53 hrs per month / 2.2 hrs during trading hrs / I am an affiliate of Sage Settlement Consulting via my company (dba) Street Settlements, LLC (formerly known as "H. Street Settlement Advisors, LLC") 2 - H. Street Settlement Advisors, LLC (dba Street Settlements, LLC) / Non-Investment Related / 5300 Memorial Drive, Suite 700 Houston, Texas 77007 / Settlement Consulting / Owner, Settlement Planner & Insurance Agent / Jul-2014 / 53 hrs per month / 2.2 hrs during trading hrs / This is my sole member LLC; I am contracted with Sage Settlement Consulting 3 - The James Street Group, LLC / Non-Investment Related / 5300 Memorial Drive, Suite 700 Houston, Texas 77007 / Trust Administration / Director of Business Development / Jan-2014 / 53 hrs per month / 2.2 hrs during trading hrs / I perform marketing tasks. Help design website, fliers, etc. Attend marketing events.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-18
  • S66 Uniform Combined State Law Examination
    2011-08-18

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