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Richmond, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David B. Kolts, Cpa, Pllc | Richmond | TX | 12/2014 | Present |
| Sbdc | Bay City | TX | 06/2016 | Present |
| Pegasus Wealth Management | Richmond | TX | 10/2017 | Present |
| Allied Insurance Agency | Richmond | TX | 02/2017 | Present |
| Marcus S. Wilson, Broker | Richmond | TX | 09/2016 | Present |
| Irs | Houston | TX | 06/2016 | Present |
Allied Insurance Agency, Not Investment Related 22007 Madera Canyon Ct Richmond, TX 77469 Life & Health/P&C Insurance Manager 02/2017 5hrs 5hrs Life & Health/P & C Insurance Manager David B. Kolts, CPA, PLLC Not Investment Related 22007 Madera Canyon Ct. Richmond, TX 77469 Accounting - Other 12/2014 120hrs 120hrs Accounting, Tax Compliance, and Consulting Marcus S. Wilson, Broker Not Investment Related 22007 Madera Canyon Ct. Richmond, TX 77469 Real Estate 12/2016 1hrs 1hrs Renting, selling, or buying of real estate for customers of Texas IRS Not Investment Related 8701 S. Gessner Houston, TX 77074 Education Teacher/Professor/Trainer 6/2016 1hrs 0hrs Teach IRS Small Business Tax Workshop SBDC Not Investment Related 1900 5th Street Bay City, TX 77414 Education Teacher/Professor/Trainer 6/2016 1hrs 0hrs Teach QB classes for SBDC (Small Business Development Center).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-28 |
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