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Managed Financial Services Corp Inc CRD 109806
$55.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10330 Lake Road Suite U, Houston, TX 77070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2012-09-20 |
| TX | RA | APPROVED | 2010-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Managed Financial Services Corporation, Inc. | Houston | TX | 06/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-05 |
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