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633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-30 |
Branch Locations
633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
21 Waterway Ave Suite 300, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pvh -Tommy Hilfiger | Lakeland | FL | 01/2009 | 02/2018 |
| Tesla-Solar | Lakeland | FL | 02/2018 | 09/2018 |
| Amerilife | Winterhaven | FL | 01/2019 | 04/2021 |
| Woodforest Wealth Strategies | The Woodlands | TX | 10/2020 | 08/2021 |
| Lucas Wealth And Retirement | Cypress | TX | 08/2021 | Present |
| Kinetic Investment Management, Inc. | The Woodlands | TX | 04/2026 | Present |
| Schooling | Lakeland | FL | 10/2018 | 12/2018 |
Insurance broker/agent primarily focused on annuities, life insurance, Medicare. Commissions are market standard for the industry and contracting is done by a broker dealer/per mon.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-30 |
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