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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
24 Greenway Plaza Suite 1725, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya | Houston | TX | 07/2020 | Present |
| La Fontaine Reception Hall | Houston | TX | 06/2018 | 08/2018 |
| University Of Houston | Houston | TX | 08/2017 | 05/2021 |
| Cypress Lakes High School | Houston | TX | 08/2014 | 06/2017 |
| Voya Financial Advisors | Houston | TX | 06/2024 | Present |
| Houston Financial Wealth Management Llc | Houston | TX | 08/2025 | Present |
HOUSTON FINANCIAL WEALTH MANAGEMENT LLC POSITION: Client Relations Manager NATURE: Process paperwork, talk to clients, manage the team INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/20/2025 ADDRESS: 24 GREENWAY PLAZA STE 1725, Houston TX 77046, United States DESCRIPTION: Process paperwork, talk to clients, manage the team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-22 |
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