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Anthony Wayne Sumrall

Managed Financial Services Corp Inc

Houston, TX

Houston, TX

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Current Employers
Managed Financial Services Corp Inc

10330 Lake Road Suite U, Houston, TX 77070 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2012-09-20
TX RA APPROVED 2010-12-15
  • LA RA
    APPROVED
    Since 2012-09-20
  • TX RA
    APPROVED
    Since 2010-12-15

Branch Locations

10330 Lake Road Suite U, Houston, TX 77070 • United States

10330 Lake Road Suite U, Houston, TX 77070 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Managed Financial Services Corporation, Inc. Houston TX 06/2007 Present
  • 06/2007 → Present
    Managed Financial Services Corporation, Inc.
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-01
S63 Uniform Securities Agent State Law Examination 2005-07-05
  • S65 Uniform Investment Adviser Law Examination
    2007-11-01
  • S63 Uniform Securities Agent State Law Examination
    2005-07-05
Other Names
  • Tony Wayne Sumrall

View on SEC IAPD

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