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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-03-26 |
Branch Locations
24 Greenway Plaza Ste 1725, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Houston | TX | 01/2015 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 2900 N. LOOP WEST SUITE 180; HOUSTON; TX; 77092; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/16/2015; 16; 16; SALE OF FIXED INSURANCE PRODUCTS| NAME OF ENTITY:TAX ASSISTANCE CENTER; No; 1919 SMITH ST; HOUSTON; TX; 77002; TAX ASSISTANCE/; TAX PREP/TAX ASSISTANCE; 1/31/2016; 16; 16; ASSIST WITH COMPLETING TAX RETURNS FOR THE IRS| NAME OF ENTITY:GALEAN FINANCIAL LLC; Yes; 2900 NORTHLOOP W STE180; HOUSTON; TX; 77092; FINANCIAL SERVICES/DBA; PRINCIPAL; 1/1/2017; 160; 160; DBA FOR SALE OF FIXED AND SECURITIES PRODUCTS| NAME OF ENTITY:Kaleidoscope Consultants LLC; No; 123 Port St; San Leon; TX; 77539; Short term rental; Owner; 7/16/2020; 16; 8; Own, manage.|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-26 |
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