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Inactive

Paula Jill Mcgee

Haven Wealth Group

Houston, TX

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Current Employers
Haven Wealth Group

1111 North Loop West, Ste 1110, Houston, TX 77008-1773 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-14
  • TX RA
    APPROVED
    Since 2026-01-14

Branch Locations

1111 North Loop West, Ste 1110, Houston, TX 77008-1773 • 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
Haven Wealth Group Houston TX 01/2025 Present
Quality Home Products Of Texas Houston TX 07/2024 09/2024
Together Advisors, Llc Dba Mazzi Partners Spring TX 10/2013 09/2023
H&R Block The Woodlands TX 12/2022 04/2023
H&R Block Shenandoah TX 12/2023 04/2024
Massage Heights Houston TX 03/2016 09/2016
Paula J. Mcgee Spring TX 01/2017 12/2023
Unemployed Spring TX 10/2024 01/2025
Unemployed Spring TX 04/2024 07/2024
  • 01/2025 → Present
    Haven Wealth Group
    Houston, TX
  • 07/2024 → 09/2024
    Quality Home Products Of Texas
    Houston, TX
  • 10/2013 → 09/2023
    Together Advisors, Llc Dba Mazzi Partners
    Spring, TX
  • 12/2022 → 04/2023
    H&R Block
    The Woodlands, TX
  • 12/2023 → 04/2024
    H&R Block
    Shenandoah, TX
  • 03/2016 → 09/2016
    Massage Heights
    Houston, TX
  • 01/2017 → 12/2023
    Paula J. Mcgee
    Spring, TX
  • 10/2024 → 01/2025
    Unemployed
    Spring, TX
  • 04/2024 → 07/2024
    Unemployed
    Spring, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-14
  • S65 Uniform Investment Adviser Law Examination
    2026-01-14
Other Names
  • Paula Jill Tamage

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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