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23114 Seven Meadows Parkway, Katy, TX 77494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-07-25 |
Branch Locations
23114 Seven Meadows Parkway, Katy, TX 77494 • United States
Fort Worth, TX • United States
3 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 |
|---|---|---|---|---|
| Trinity Fiduciary Partners, Llc | Arlington | TX | 11/2004 | 02/2021 |
| Investors Capital Corp. | Lynnfield | MA | 02/2010 | 09/2016 |
| Infinity Financial Services | Oakland | CA | 09/2016 | 02/2018 |
| Prosperitas Wealth Management | Clayton | CA | 11/2004 | 02/2021 |
| Prosperitas Wealth Management Llc | Arlington | TX | 02/2021 | 12/2024 |
| Encompass Advisory Services | Katy | TX | 07/2024 | Present |
-ENCOMPASS ADVISORY SERVICES - 07/11/2024 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - Partner and Investment Advisor, Sales, Investment Related, IAR Business, 160 hrs/mo; 160 hrs/mo during trading hours. -INDEPENDENT INSURANCE AGENT - 5/15/2019 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - Agent, Sale life insurance and LTC, Not Invt Rel, Insurance business, 5 hrs/mo; 3 hrs/mo during trading hours. Brief description of duties: Sales of annuities and life, disability and long-term care insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-30 |
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