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Current Employers
Tanglewood Total Wealth Management, Inc.

1400 Post Oak Blvd Suite 800, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1400 Post Oak Blvd Suite 800, Houston, TX 77056 • 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
Tanglewood Total Wealth Management, Inc. Houston TX 06/2024 Present
Ned Davis Research Sarasota FL 09/2021 05/2024
Benzinga Detroit MI 08/2021 09/2021
Unemployed Tampa FL 11/2020 08/2021
Fair Economy, Inc. Tampa FL 01/2012 10/2020
  • 06/2024 → Present
    Houston, TX
  • 09/2021 → 05/2024
    Ned Davis Research
    Sarasota, FL
  • 08/2021 → 09/2021
    Benzinga
    Detroit, MI
  • 11/2020 → 08/2021
    Unemployed
    Tampa, FL
  • 01/2012 → 10/2020
    Fair Economy, Inc.
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-31
  • S65 Uniform Investment Adviser Law Examination
    2025-03-31

View on SEC IAPD

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