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920 Memorial City Way Suite 150, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-18 |
Branch Locations
920 Memorial City Way Suite 150, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Houston | Houston | TX | 08/2015 | 11/2018 |
| Rice University | Houston | TX | 11/2018 | 03/2019 |
| Boys And Girls Country Of Houston | Hockley | TX | 06/2019 | Present |
| Oak Harvest Investment Services | Houston | TX | 01/2020 | Present |
Oak Harvest Insurance Services; investment related: Yes; Location of the business: 920 Memorial City Way, Suite #150; Description of the business: Insurance agency selling annuities and life insurance.; Position Title: Insurance Agent; Responsibilities Duties: offering, recommending and selling insurance products; Start date with business: 2020-01-27; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 15.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-22 |
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