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1800 W. Loop S Suite 1800, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-27 |
Branch Locations
1800 W. Loop S Suite 1800, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Houston | TX | 12/2015 | 09/2018 |
| The O.N. Equity Sales Company | Cincinnatti | OH | 04/2020 | 06/2022 |
| Multiple Carriers | Houston | TX | 09/2018 | Present |
| Tip Group Llc | Houston | TX | 08/2022 | Present |
1) Multiple Carriers; Insurance Sales; 1800 W Loop S Houston, TX 77027; not investment related; insurance sales; Producer; 09/08/2018; 170hrs/mo (80 during trading hours); Prospecting, meeting with clients, case prep & sales-related activities. 2) Virtual Amazon Store, LLC; not investment related; 1255 N Poat Oak Road Apt 5110 Houston TX 77055; online retail/distribution; LLc sole proprietor 33.33% owner of the business; 08/24/2020; 4 hours/month ( 0 during security hours); Duties will include forecasting/bookkeeping/funds disbursement. Minimal input needed
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-25 |
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