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31-07 Farrington St. 2Nd Floor, Flushing, NY 11354 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-20 |
Branch Locations
Katy, TX • United States
31-07 Farrington St. 2Nd Floor, Flushing, NY 11354 • United States
901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-06 |
Branch Locations
22136 Westheimer Parkway, Pmb 739, Katy, TX 77450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance Group | Katy | TX | 01/2005 | 07/2021 |
| Ria Advisors | Houston | TX | 08/2021 | 10/2022 |
| Ria Wealth Advisors, Llc | Houston | TX | 08/2021 | 10/2022 |
| Strategic Financial Concepts, Llc | Katy | TX | 01/2023 | Present |
| Spjst | Katy | TX | 10/2022 | 12/2024 |
| Ronald A. Bartlett & Associates, Ltd | Katy | TX | 10/2025 | Present |
OWN INCOME INSURANCE AGENCY; NO; 23315 KNIGHT HOLLOW CT., KATY, TX 77494; INSURANCE AGENCY; OWNER; 2021; 10 HOURS; 10 HOURS; OWNS AN INSURANCE AGENCY THAT DOES LTC, LIFE AND ANNUITIES AND 1 P&C ACCOUNT CO-AUTHOR FOR "IT'S COMPLICATED"; NO; 23315 KNIGHT HOLLOW CT., KATY, TX 77494; CO-AUTHOR OF A BOOK ON AMAZON; AUTHOR; 2021; 4 HOURS; 0 HOURS; WRITING ADDITIONAL FOLLOW-ALONG BOOKS I sold my primary Farmers Insurance agency and the business that relates to it, but there are some residual policies that were not part of the sale that I still hold. My wife has her insurance licenses and assists. With the sale I project that the remaining commissions received are about $85,000 per year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-28 |
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