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23114 Seven Meadows Parkway, Katy, TX 77494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-23 |
| TX | RA | APPROVED | 2019-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 10/2011 | 05/2019 |
| Mwa Financial Services Inc. | Rock Island | IL | 10/2011 | 05/2019 |
| University Of Houston - Clear Lake | Houston | TX | 08/2018 | Present |
| The Leaders Group Inc | Littleton | CO | 05/2021 | 08/2023 |
| Encompass Advisory Services Llc | Katy | TX | 05/2019 | Present |
| Mwa Financial Services Inc. | Rock Island | IL | 11/2017 | 05/2019 |
-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. -ENCOMPASS ADVISORY SERVICES, LLC - 5/15/2019 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - President/CEO/CFO, Outside RIA, Invt Rel, RIA, 160 hrs/mo; 160 hrs/mo during trading hours. -UNIVERSITY OF HOUSTON - CLEAR LAKE - 8/5/2021 - 2700 Bay Area Blvd, Houston, TX - Professor, Teaching personal money management course, Not Invt Rel, Education, 5 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-20 |
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