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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-08 |
Branch Locations
11931 Wickchester Ln Ste. 100, Houston, TX 77043 • United States
8807 Indian Hills Drive, Omaha, NE 68114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfsi Investments Inc. | Houston | TX | 06/2018 | 11/2019 |
| Primerica Financial Services | Houston | TX | 06/2016 | 11/2019 |
| Jpmorgan Chase Bank, N.A. | Kingwood | TX | 12/2019 | 09/2022 |
| J.P. Morgan Securities Llc | Kingwood | TX | 12/2019 | 09/2022 |
| Unemployed | Spring | TX | 10/2022 | 09/2023 |
| Edelman Financial Engines | Pheonix | AZ | 10/2023 | 11/2023 |
| Awm Financial Services Inc. | The Woodlands | TX | 01/2024 | 03/2025 |
| Unemployed | Spring | TX | 11/2023 | 12/2023 |
| Unemployed | Spring | TX | 04/2025 | 05/2025 |
| Casa Del Pueblo | Spring | TX | 05/2025 | 07/2025 |
| Futurity First Insurance Group | Houston | TX | 07/2025 | Present |
| Sequent Planning, Llc | Houston | TX | 07/2025 | Present |
| Lone Star Community College | Kingwood | TX | 08/2014 | 12/2019 |
Futurity First Insurance Group; yes investment-related; 11931 Wickchester Ln, Ste. 100; Retirement planning, Insurance products, Asset & Income protection, Legacy and Estate planning; Field Underwriter; 07/2025; 160 hours per month; all during securities trading hours; selling insurance products for a commission
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-16 |
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