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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2021-10-12 |
| TX | RA | APPROVED | 2016-06-02 |
Branch Locations
77 Sugar Creek Center Blvd. Suite 390, Sugar Land, TX 77478 • United States
Albuquerque, NM • United States
Galveston, TX • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2021-10-12 |
| TX | RA | APPROVED | 2016-08-01 |
Branch Locations
77 Sugar Creek Center Blvd. Suite 590, Sugarland, TX 77478 • United States
Albuquerque, NM • United States
Galveston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dearborn & Creggs | Sugar Land | TX | 05/2015 | Present |
| Lincoln Investment | Wyncote | PA | 01/2016 | Present |
2ND HOME/VACATION RENTAL POSITION: Owner of this property NATURE: 2nd home/vacation rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2020 ADDRESS: 3506 Cove View Blvd, #403, Galveston TX 77554, United States DESCRIPTION: I recently purchased a 2nd home/vacation property. Although I am not sure how many days, I do expect to rent it out for part of the year. RENTAL UNITS POSITION: Owner of this property NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: 12603 Telge Rd., 17A, 17B, Cypress TX 77429, United States DESCRIPTION: I own a duplex that is used for long-term rentals. ROOTED LIFE POSITION: Co-founder, Consultant NATURE: Education Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 8832 MONSOON RD NW, ALBUQUERQUE NM 87120, United States DESCRIPTION: Myself and my partner started Rooted Life. As a former educator, I will make myself available as a speaker, facilitator, panelist on topics dealing with my career in education -- teaching, counseling, leadership, coaching, work/life balance. CONTIGO ED POSITION: Director, Professional Learning NATURE: Education consulting group INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/18/2022 ADDRESS: 1919 Taylor Street, Suite F1546, Houston TX 77007, United States DESCRIPTION: Responsible for supporting the ProfessionalLearning function of the organization. We provide consulting for counselors and advisors on college and career pathways. 3RD HOME/VACATION RENTAL POSITION: Owner of this property NATURE: 2nd home/vacation rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 44 Brook Dr, Idaho Springs CO 80452-9702, United States DESCRIPTION: I own a personal vacation property that I will occasionally use as a rental.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-21 |
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