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Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-09-23 |
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 09/2010 | 03/2019 |
| Questar Asset Management, Inc. | Minneapolis | MN | 09/2010 | 03/2019 |
| Woodbury Financial Services, Inc. | Houston | TX | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Houston | TX | 01/2024 | 01/2025 |
| Victory Financial Group | Austin | TX | 01/2025 | 06/2025 |
| Karen Pong, Sole Proprietor Dba Custom Wealth Solutions | Houston | TX | 06/2025 | Present |
1. K L INSURANCE SERVICES POSITION: owner/president/agent NATURE: Sole Prop with registered DBA of K L Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2010 ADDRESS: 330 Knipp Rd, Houston TX 77024, United States DESCRIPTION: Sell Life Insurance, Long Term Care Insurance, Medicare Health Insurance, Fixed Annuity 3. HE SAID SHE SHED PROPERIES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2020 ADDRESS: 330 Knipp Rd., Houston TX 77024, United States DESCRIPTION: Owner and operator with my husband. We rent our second home as a vacation rental 4. PECAN INVESTMENT PROPERTY, LLC POSITION: owner NATURE: LLC with my husband INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 504 N Pecan, Fredericksburg TX 78624, United States DESCRIPTION: My husband and I rent our investment property through VRBO.com 5. ORANGE TREAT POSITION: Owner NATURE: LLC With my Husband INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2023 ADDRESS: 410S Orange St, Fredericksburg TX 78624, United States DESCRIPTION: My Husband and I rent our investments property through VRBO.com
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-12 |
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