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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 | 2023-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 12/2013 | 04/2021 |
| Unemployed | Houston | TX | 04/2021 | 04/2022 |
| Bianchi Home Inspections | Houston | TX | 04/2022 | Present |
| Keller Williams Realty Memorial | Houston | TX | 10/2022 | 07/2023 |
| Encompass Advisory Services, Llc | Katy | TX | 04/2023 | Present |
| Fiv Realty Co, Texas, Llc. | League City | TX | 03/2024 | 09/2024 |
| Compass Re Texas, Llc | Houston | TX | 07/2023 | 03/2024 |
| Venture Realty Llc | Houston | TX | 10/2024 | Present |
-ENCOMPASS ADVISORY SERVICES, LLC - 04/23 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - Chief Compliance Officer, Outside RIA, Investment related, RIA, 160 hrs/mo; 160 hrs/mo during trading hours. -INSURANCE AGENT - 8/2023 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - Agent, life insurance and LTC, Not Investment Rel, Insurance business, 40 hrs/mo; 40 hrs/mo during trading hours. -VENTURE REALTY, LLC- 10/2024, Not Investment related- 260 Park Ave League City, TX 77573- Real Estate Brokerage, Sales Agent, Part-time, 12 hours/mo, 0 hrs/mo during trading hours. -BIANCHI HOME INSPECTIONS LLC - 04/2022, not Investment related, 2835 Rayburn Ridge Dr. Katy, TX 77450- Residential Home inspections, Owner and Business Manager- 56 hrs/mo, 0 hrs/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-29 |
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