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920 Memorial City Way Suite 150, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-25 |
Branch Locations
920 Memorial City Way Suite 150, Houston, TX 77024 • 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 |
|---|---|---|---|---|
| Ef Legacy Securities, Llc | Henrico | VA | 08/2016 | 10/2018 |
| Edelman Financial Services, Llc | Fairfax | VA | 08/2016 | 07/2019 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 07/2019 |
| E*Trade Securities Llc | Houston | TX | 07/2019 | 01/2020 |
| E*Trade Capital Management Llc | Houston | TX | 07/2019 | 01/2020 |
| Oak Harvest Investment Services | Houston | TX | 01/2020 | Present |
1. Oak Harvest Insurance Services; investment related: Yes; Location of the business: 920 Memorial City Way, Suite #150; Description of the business: Insurance Agency selling various insurance products including annuities and life insurance; Position Title: Insurance Agent; Responsibilities Duties: Recommending and selling insurance products including annuities and life insurance; Start date with business: 2020-01-27; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 10.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-14 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-02 |
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