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920 Memorial City Way Suite 150, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-04 |
Branch Locations
920 Memorial City Way Suite 150, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mosaic Advisors | Houston | TX | 04/2014 | 10/2017 |
| Oak Harvest Investment Services | Houston | TX | 04/2018 | Present |
| Self Employed/Trader | Houston | TX | 10/2017 | 04/2018 |
Oak Harvest Insurance Services; investment related : Yes; 920 Memorial City Way Suite 150 Houston, TX 77024; Selling annuities, life, health, and long-term care coverage to interested parties through various unaffiliated insurance companies.; Insurance Agent; Selling annuities, life, health, and long-term care coverage to interested parties through various unaffiliated insurance companies where the agent may receive a commission or renewal payment from the issuer subsequent to a client's purchase of an insurance contract.; 2018-04-01; Hours devoted to business during trading hours : 8; Hours devoted to business outside trading hours : 8; Percentage of total yearly compensation expected to be derived from the business : 10.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-23 |
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