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9400 Grogans Mill Rd Suite #340, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-16 |
Branch Locations
9400 Grogans Mill Rd Suite 340, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | The Woodlands | TX | 09/2011 | 09/2017 |
| Bank Of America, N.A. | The Woodlands | TX | 02/2012 | 09/2017 |
| Post Oak Private Wealth Advisors | Houston | TX | 09/2017 | 01/2019 |
| Gb Wealth Advisors Llc Dba Assurance Wealth Management | The Woodlands | TX | 01/2019 | Present |
| Assurance Advisors Llc | The Woodlands | TX | 01/2023 | Present |
| Assurance Insurance Services Llc | The Woodlands | TX | 01/2023 | Present |
| Assurance Family Office Fka Jmg Business Consulting, Llc | The Woodlands | TX | 01/2023 | Present |
ASSURANCE INSURANCE SERVICES LLC; INV REL; INSURANCE AGENT; INSURANCE SALES (LIFE, ACCIDENT, HEALTH & HMO),; THE WOODLANDS, TX; SPENDS APPROX. 50% OF TIME SPENT IN THIS BUSINESS; START 01/2023. ASSURANCE ADVISORS LLC; NOT INV REL; OWNER; HOLDING COMPANY; THE WOODLANDS, TX; MINIMAL TIME SPENT IN THIS BUSINESS; START 01/2023. Assurance Family Office, LLC fka JMG BUSINESS CONSULTING, LLC; Not Investment Related; Owner; Advise individuals and business owners on reducing business risk through strategic alliances; Approximately 5-10 hours spent per month; Less than 1 hour per month spent during securities trading hours; START 01/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-16 |
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