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1600 Highway 6 Suite 340, Sugar Land, TX 77478 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-16 |
Branch Locations
1600 Highway 6 Suite 340, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 04/2008 | 05/2017 |
| Apogee Wealth Advisors At Northwestern Mutual | Englewood | CO | 07/2017 | 11/2021 |
| Northwestern Mutual Investment Services, Llc | Englewood | CO | 07/2017 | 11/2021 |
| Mml Investors Services, Llc | Denver | CO | 01/2022 | 04/2022 |
| Massmutual Life Insurance Co. | Denver | CO | 12/2021 | 05/2022 |
| Strategic Wealth Designers | Houtson | TX | 07/2022 | 03/2023 |
| Unemployed | Aurora | CO | 05/2022 | 06/2022 |
| Capstone Colorado A Massmutual Firm | Denver | CO | 12/2021 | 04/2022 |
| Rwm Capital, Llc | Sugar Land | TX | 04/2023 | Present |
| Roberts Wealth Management | Sugar Land | TX | 03/2023 | Present |
1.) Roberts Wealth Management; Investment Related; Sugar Land, TX; Insurance Agency; Insurance Agent; Start Date 03/2023; 80 hours/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-07 |
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