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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
4550 Post Oak Pl Ste 125, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Domino's | College Station | TX | 05/2016 | 02/2020 |
| Img Financial Group, Inc. | Houston | TX | 06/2018 | 08/2018 |
| Efficient Wealth Managment | The Woodlands | TX | 06/2017 | 08/2017 |
| Texas A&M University | College Station | TX | 05/2015 | 05/2019 |
| Securian Financial Services Inc | St. Paul | MN | 06/2019 | 08/2023 |
| Minnesota Life Insurance Company | St. Paul | MN | 06/2019 | 08/2023 |
| Img Financial Group, Inc. | Houston | TX | 06/2019 | Present |
| Cetera Wealth Services, Llc | Houston | TX | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
IMG FINANCIAL GROUP POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2019 ADDRESS: , Houston TX , United States DESCRIPTION: Agent/Broker BOARD MEMBER - HARRIS COUNTY MUNICIPAL UTILITY DISTRICT NO. 493 POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/25/2021 ADDRESS: 4550 Post Oak Place Drive, Houston TX 77027, United States DESCRIPTION: I have been invited to sit on the Municipal Utility District (MUD) board for Harris County Municipal Utility District no. 493. I will be approving proposed utility developments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-25 |
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