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920 Memorial City Way Suite 150, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-06 |
Branch Locations
920 Memorial City Way Suite 150, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Harvest Investment Services | Houston | TX | 11/2019 | Present |
| Oak Harvest Financial Group | Houston | TX | 11/2019 | Present |
| Houston Municipal Employee Pension System | Houston | TX | 02/2009 | 11/2019 |
Oak Harvest Insurance Services; investment related : Yes; 920 Memorial City Way, Suite #150; Selling annuities, life, health, and long-term care coverage to interested parties through various unaffiliated insurance companies. ; Insurance Agent; Selling annuities, life, health, and long-term care coverage to interested parties through various unaffiliated insurance companies where the agent receives a commission or renewal payment from the issuer subsequent to a client's purchase of an insurance contract.; Hours devoted to business outside trading hours: 50; Percentage of total yearly compensation expected to be derived from the business: 10.
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