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2000 West Loop South Suite 1510, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-07-29 |
Branch Locations
2000 West Loop South Suite 1510, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mbr Financial | Houston | TX | 09/2011 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2013 | 12/2020 |
1) MBR FINANCIAL. RIA. INVESTMENT RELATED. PRINCIPAL AND SHAREHOLDER. INSURANCE SALES. FEE BASED ASSET MANAGEMENT, FINANCIAL PLANNING. 160 HRS/MO. 3)REAL ESTATE - FLIPPING HOUSES; NOT INVESTMENT RELATED; 1738 PIEDMONT JACKSON MS; HOME RENOVATION, SALE OR RENTALS; BUYING HOUSES WITH WIFE AND RENOVATING THEM TO SELL OR RENT; 12/2017; 0 HOURS/MONTH; 0 HOURS/MONTH DURING SECURITIES HOURS; SON WILL BE DOING THE WORK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-11 |
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