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1225 North Loop West Suite 815, Houston, TX 77008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-30 |
Branch Locations
1225 North Loop West Suite 815, Houston, TX 77008 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 03/2004 | 03/2021 |
| Quercus Capital Partners | Houston | TX | 01/2012 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 06/2022 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 06/2022 |
| Wealth Benefit Advisors Llc | Houston | TX | 06/2022 | Present |
| Purshe Kaplan Sterling Investment | Albany | NY | 06/2022 | Present |
1) 1. Wealth Benefit Advisors LLC 2. Investment Related 3. 1225 North Loop West Suite 815 Houston, TX 77008 4. Investment Advisor 5. President 6. 05/16/2022 7. 40 hours 8. 8 hrs 9 Manage model based client portfolios. 2) 1. Quercus Capital Partners 2. 1005 S Shepherd Dr. Houston TX 77019 4. Tax entity 5. President 6. 01/2012 7. 0 hrs. 8. 0 hrs 9. Accounting, Cash flow 3) 1. Life Insurance 2. Investment Related 3. 1225 North Loop West Suite 815 Houston, TX 77008 4. Life Insurance 5. Owner 6. 07/02/1990 7. 20 8. 8 9. Manage client portfolios & related service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-01 |
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