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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-06 |
Branch Locations
4265 Felipe Street Suite 1100, Houston, TX 77027 • United States
4755 East Bay Drive, Clearwater, FL 33764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Houston | TX | 07/2002 | 04/2021 |
| Lion Street Financial | Houston | TX | 04/2021 | 11/2025 |
| Wealth Strategies, Llc | Birmingham | AL | 05/2021 | Present |
| Csenge Advisory Group | Clearwater | FL | 05/2021 | Present |
| Integrity Alliance, Llc. | Houston | TX | 11/2025 | Present |
1) BECKY WILDER RUTHVEN, CFP, YES, OWNER, HOUSTON, TX 2002 to PRESENT REVIEW LIFE INSURANCE AND LONG TERM CARE INSURANCE NEEDS AND DO COMPARATIVE ANALYSIS FOR PRESENTING TO CLIENTS. 2) WILDER RUTHVEN ADVISORS, LLC POSITION: Sole Member INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: START DATE: 01/01/2017 to PRESENT DBA only and handles no business transactions. 3) CSENGE ADVISORY GROUP POSITION: Financial Advisor NATURE: Investment and advisory services. Insurance services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/01/2021 ADDRESS: 4328 W Alabama St, Houston TX 77027, United States DESCRIPTION: Invest in stocks, bonds, etfs and mutual funds. Provide financial planning services. Provide insurance (whole, term, LTC) and fixed annuities. 4) WEALTH STRATEGIES, LLC POSITION: Financial Advisor NATURE: Help clients with planning for their financial needs. Provide insurance services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/01/2021 ADDRESS: 4328 W Alabama St, Houston, TX 77027, Houston TX 77027, United States DESCRIPTION: Invest in stocks, bonds, etfs, mutual funds. Provide financial planning services Provide insurance (whole, term, LTC) and fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-13 |
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