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6200 Savoy Dr. #300, Houston, TX 77036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Houston | TX | 09/2014 | Present |
| Jaykay Wealth Advisors, Inc. | Houston | TX | 04/2015 | Present |
1. 09/26/2014: JAYKAY WEALTH ADVISORS INC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - 90% OF TIME SPENT. 2. 11/17/2015 - LPL Insurance Associates, Guardian Life Insurance - INV REL - 6200 Savoy Drive, Suite 300, Houston, TX 77036 - Non-Variable Insurance - INV RLE - 01/01/2015 - 5 HOURS PER MONTH - agent for both insurance agencies. 3. 8/7/2018 - Jaykay Wealth Advisors Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date:10/05/2015 - 30 Hours Per Month/30 Hours During Trading - I provide investment advisory services through Jaykay Wealth Advisors Inc, an independent investment advisor firm. I started this business activity in 08/2018. I expect to spend approximately 30 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-22 |
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