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3773 Richmond Avenue Suite 700, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-09-27 |
Branch Locations
3773 Richmond Avenue Suite 700, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mosaic Advisors Llc | Houston | TX | 06/2012 | Present |
| Mosaic Wealth Partners, Llc | Houston | TX | 06/2012 | Present |
NAME OF BUSINESS: Harris County Municipal Utilities District No. 290 INVESTMENT RELATED: No ADDRESS: 3200 Southwest Freeway, Suite 2600, Houston, TX 77027 NATURE OF BUSINESS: Municipal utility districts, or "MUDs," bring public water, sewer, drainage and other basic services to residents who are not served by a city. START DATE: 06/2014 APPROXIMATE HOURS/MONTH: 2 DURING TRADING HOURS: 2 DUTIES: Elected as Board Director of MUD 290, which is located in the community where Carey lives. Together with 4 other directors, the board has financial and operational authority for the District, but retains consultants and contractors who, among other things, operate, maintain, improve and repair the water, sewer and drainage systems and plants.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-07-12 |
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