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18935 I-45 North, Spring, TX 77389 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-10 |
Branch Locations
18935 I-45 North, Spring, TX 77388 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-10 |
Branch Locations
18935 I-45 North, Spring, TX 77388 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Investment Advisors, Llc | Spring | TX | 09/2012 | Present |
| Sonnet, Llc | Spring | TX | 02/2016 | Present |
1. INSURANCE (LIFE/HEALTH) WITH CAMBRIDGE LEGACY AGENCY, ADDITIONAL SERVICES PROVIDED BY NORTHSTAR BROKERAGE, CAPITAS FINANCIAL, AND AMG. 2. WEALTH MANAGEMENT INVESTMENT ADVISORS - RIA - OWNER. FEE BASED FINANCIAL PLANNING AND CONSULTING. SOLICITATION FEES. 3. Sonnet, LLC - RIA - Owner - Portfolio Management Services 4. Green Phoenix, LLC - Managing Member, receives commissions for the sale of insurance products - 2 hours per month. 5. Sabedoria, LLC - Managing Member - receives Member draws from WMAF. Also receives management or referral fees from other entities and individuals - 2 hours per month. 6. Jacob and McCoy Properties, LLC - Manager - owns and manages a small office building - 5 hours per month. 7. Gracie Jane Properties, LLC - Manager - manages individual rental properties - 5 hours per month. 8. Autumn Brook Properties - 25% Owner - owns rental properties - 2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-09 |
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