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4295 San Felipe Suite 300, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-12 |
Branch Locations
4295 San Felipe Suite 300, Houston, TX 77027 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2012 | 10/2019 |
| Northwestern Mutual Investment Services Llc | Houston | TX | 11/2012 | 10/2019 |
| Symphony Financial, Ltd. Co. | Richmond | TX | 08/2025 | Present |
| Hotaling Insurance | Houston | TX | 10/2019 | Present |
Saddle Up Fuel; No; Richmond, TX; Discount Diesel Fuel cards for businesses and horse/cattle associations; Owner; Owner; May 2025; 5; 5; Provide Discount Diesel Fuel cards for businesses and horse/cattle associations
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-02-12 |
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