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2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-06-24 |
| WA | RA | APPROVED | 2025-04-14 |
| OK | RA | APPROVED | 2025-04-01 |
| CA | RA | APPROVED | 2025-01-01 |
| MS | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| WI | RA | APPROVED | 2025-01-01 |
| NC | RA | APPROVED | 2019-10-09 |
| TX | RA | APPROVED | 2017-06-01 |
Branch Locations
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • UNITED STATES
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
370 S Nolen Dr Ste 100, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Southlake | TX | 05/2016 | 10/2016 |
| Sunbelt Securities Inc | Houston | TX | 10/2016 | Present |
| Kansas State University | Manhattan | KS | 01/2016 | 05/2017 |
1) TFG Investment Group (DBA): Investment Related. 370 S Nolen Dr, Ste 100, Southlake, TX 76092. DBA under Sunbelt Securities Inc. Registered Representative. Start Date: 11/2016. 40 hours a week, during trading hours. 2) Thorn Financial Group LLC (OBA) : Not investment related. 370 S Nolen Dr, Ste 100, Southlake, TX 76092. Tax Preparation. Tax Preparer. Start 01/2016. 40 hours a week during tax season, some during trading hours. 3) Life Insurance (OBA): Not investment related. 370 S Nolen Dr, Ste 100, Southlake, TX 76092. Life Insurance. Insurance Agent. Start: 10/2017. Less than 1 hour a week, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-26 |
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