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Current Employers
Worthen Financial Advisors

104 Melody Lane, Friendswood, TX 77546 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-10-25
  • TX RA
    APPROVED
    Since 2021-10-25

Branch Locations

104 Melody Lane, Friendswood, TX 77546 • 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
Farmers Insurance Group Houston TX 02/2005 09/2021
Farmers Financial Solutions, Llc Houston TX 03/2005 09/2021
Worthen Financial Advisors, Inc. Friendswood TX 08/2021 Present
  • 02/2005 → 09/2021
    Farmers Insurance Group
    Houston, TX
  • 03/2005 → 09/2021
    Farmers Financial Solutions, Llc
    Houston, TX
  • 08/2021 → Present
    Worthen Financial Advisors, Inc.
    Friendswood, TX
Other Businesses

(1) 2011-Present: Eva Marie Enterprises, LP/Not Investment Related/President/Closely Held LP/Commercial building housing firm & its affiliates./Involves five percent time each month, including during traditional business hours.// (2) 2021-Present: EB Worthen Group, Inc./Not Investment Related/Friendswood, TX/Management Company/President/Management Company for Insurance Affiliated Agencies & Office Building/Involves five percent time each month, including during traditional business hours.// (3) 2021-Present: E.B. Worthen Insurance Group, Inc. dba Worthen Insurance Group/Insurance Related/Friendswood, TX/Insurance Agency/President & Insurance Agent/Insurance products and services via unaffiliated issuers/Involves 10% time each month, including during traditional business hours.// E.B. Worthen Insurance Group, Inc. (doing business as Worthen Insurance Group) can provide information about Worthen Financial Advisors' services to their insurance clients. However, Worthen Insurance Group is not compensated in any way for providing such information to Worthen Financial Advisors and does not share client information with them. If an insurance client decides to do business with Worthen Financial Advisors, Worthen Financial Advisors and Ms. Johnson would receive compensation from them as an advisory client.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-06-04
  • S63 Uniform Securities Agent State Law Examination
    2005-06-04
Designations

View on SEC IAPD

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