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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 08/2023 | 10/2024 |
| Sstx Financial Llc | Corpus Christi | TX | 09/2019 | Present |
| Naturally Dolce, Llc | Corpus Christi | TX | 05/2013 | Present |
| Simplicity Wealth | Summit | NJ | 04/2025 | Present |
| Sstx Wealth Llc | Corpus Christi | TX | 04/2025 | Present |
SSTX Financial LLC; Yes Investment Related; 5430 Cain Dr Corpus Christi TX 78411; Tax and Insurance Planning; Member; Start Date: 01/01/2019; Approx. 20 hours a month; Meet with clients for tax planning and insurance. Humberto Gonzalez, Yes Investment Related; 5430 Cain Dr Corpus Christi TX 78411, Registered insurance agent; Enrolled Registered IRS Agent; 01/01/2019; hours per month 20; Meet with clients for tax planning and insurance. Naturally Dolce LLC; Not Investment Related; 5430 Cain Drive Corpus Christi TX 78411; Member; 05/01/2013: Approx. 4 hours a month; Approx. 00 hours during trading; hair salon management. Cava Holdings LLC; Yes Investment Related; 5430 CAIN DR CORPUS CHRISTI, TX 78411; Real Estate Management; Member; 08/01/2022; Approx. 1 hours a month; Approx. 00 hours during trading; Cava is a residential real estate management company owned by my wife and me. I evaluate potential properties for purchase based on our criteria. If acquired, the properties are renovated, rented out, and managed by Cava. We do not manage or advise others on real estate. Dolce Farms LLC; Not Investment Related; 5430 CAIN DR CORPUS CHRISTI, TX 78411; Urban Farm; Managing Member; 02/15/2022; 08 hours a month; Approx. 00 hours during trading; growing produce to sell at local farmers markets
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-26 |
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