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Sugar Land, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-15 |
Branch Locations
Sugar Land, TX • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Trinity Neches | Sugar Land | TX | 08/2016 | Present |
03/2006 to Present - MASONIC HOME & SCHOOL OF TEXAS (FORT WORTH, TX) - Investment Committee Member 03/2011 to Present - LOVETT CEMETERY (SHEPHERD, TX) - Trustee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-14 |
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