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4625 E. 91St Street, Tulsa, OK 74137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-12-04 |
Branch Locations
14811 Saint Mary's Lane Suite 175, Houston, TX 77079 • United States
4625 E. 91St Street, Tulsa, OK 74137 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Sii Investments | Tulsa | OK | 08/2002 | 11/2017 |
| The Advisory Resource Group, Llc | Houston | TX | 12/2017 | Present |
| Compass Pointe Financial, Llc | Houston | TX | 12/2017 | Present |
| M.S. Howells & Co. | Scottsdale | AZ | 12/2017 | Present |
1. AUGUST 2003, COMPASS POINTE FINANCIAL, HOUSTON, TX; INVESTEMENT REPLATED; SALES OF FIXED ANNUITIES, TRADITIONAL WHOLE LIFE, UNIVERSAL LIFE, TERM LIFE, LTC AND DISABILITY; FIXED INSURANCE AGENT/OWNER; DEVOTE 3-5 HOURS/MO, 1-3 HRS/MO DURING MARKET HOURS. 2. DECEMBER 2017; ADVISORY RESOURCE GROUP, HOUSTON, TX; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISORY; INVESTMENT ADVISOR REPRESENTATIVE; DEVOTE 100 HRS/MO, 80 HRS/MO DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-09 |
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