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Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exxonmobil | Baytown | TX | 03/2006 | 06/2021 |
| Aig | Houston | TX | 08/2021 | 08/2022 |
| Tapfin/Ey | Tampa | FL | 09/2022 | 12/2024 |
| Texas Assured Financial Planning Llc | Houston | TX | 02/2025 | Present |
| Unemployed | Houston | TX | 12/2024 | 02/2025 |
| Texas Assured Tax Preparation Llc | Houston | TX | 09/2025 | Present |
the name of the other business; Texas Assured Tax Preparation LLC whether the business is investment-related; not investment related the address of the other business; 17350 State Hwy 249, Suite 220 #31240, Houston, TX 77064 the nature of the other business; Tax preparer your position; title, or relationship with the other business; Managing Member the start date of your relationship; 09-11-2025 the approximate number of hours/month you devote to the other business; 16 hours a month or 10% of time the number of hours you devote to the other business during securities trading hours; 16 hours a month or 10% of time and briefly describe your duties relating to the other business; Tax preparation for income taxes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-12 |
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