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Thomas Allen Till

Apps Wealth Management, Inc.

Friendswood, TX

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Current Employers
Apps Wealth Management, Inc.

214 E. Edgewood Drive, Friendswood, TX 77546 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-07-25
  • TX RA
    APPROVED
    Since 2017-07-25

Branch Locations

214 E. Edgewood Drive, Friendswood, TX 77546 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Proequities, Inc. Friendswood TX 10/2000 06/2017
Apps Wealth Management, Inc. Friendswood TX 06/2017 Present
Apps Financial Group, Inc. Friendswood TX 07/1993 Present
Compass Tax Solutions Friendswood TX 01/2013 Present
Life Planning Solutions, Inc. Grapevine TX 06/2004 03/2020
Investment Advisors Friendswood TX 07/2004 06/2017
  • 10/2000 → 06/2017
    Proequities, Inc.
    Friendswood, TX
  • 06/2017 → Present
    Friendswood, TX
  • 07/1993 → Present
    Apps Financial Group, Inc.
    Friendswood, TX
  • 01/2013 → Present
    Compass Tax Solutions
    Friendswood, TX
  • 06/2004 → 03/2020
    Life Planning Solutions, Inc.
    Grapevine, TX
  • 07/2004 → 06/2017
    Investment Advisors
    Friendswood, TX
Previous Registrations
  • 2004-07-29 → 2017-07-18
    Concourse Financial Group Securities, Inc.
    Friendswood, TX
    League City, TX
    Houston, TX
    Friendswood, TX
Other Businesses

1. APPS FINANCIAL GROUP INC; INVESTMENT RELATED; 214 E EDGEWOOD DRIVE, FRIENDSWOOD, TX 77546; Insurance; PRESIDENT; Insurance Agent; FIXED INSURANCE SALES; STARTED 07/1993; 40 HRS/MO. 2.COMPASS TAX SOLUTIONS, Inc. POSITION: OWNER NATURE: TAX PREPARATION INVESTMENT RELATED: NO NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 2 START DATE: 01/03/2013 ADDRESS: 214 E. EDGEWOOD DRIVE, FRIENDSWOOD TX 77546 DESCRIPTION: I HAVE PURCHASED A LOCAL TAX PRACTICE NEAR MY OFFICE AND WILL BE CHANGING THE NAME TO COMPASS TAX SOLUTIONS, LLC USING THAT LOCATION TO OFFER TAX PREPARATION TO MY EXISTING CLIENTS AS WELL AS MAINTAIN THE FIRMS CURRENT TAX CLIENT BASE. AFTER THE 2014 TAX SEASON THE LOCATION WILL BE CLOSED AND MOVED INTO MY BUILDING LOCATED AT 214 E. EDGEWOOD DRIVE, FRIENDSWOOD TX 77546. I HAVE HIRED A CPA TO RUN THE OFFICE AND RETAINED 3 STAFF ACCOUNTANTS FROM THE FORMER OWNER AND WILL BE HIRING ONE ADDITIONAL STAFF TO ANSWER PHONES AND SCHEDULE APPOINTMENTS FOR THE TAX OFFICE.WILL CONTINUE OUR RELATIONSHIP WITH UNITED TAX PARTNERSDURING 2014IN CASE OF WORK OVER LOAD DURING THE 2014 TAX SEASON THEN WILL REAVALUATE THE NEED FOR THIS RELATIONSHIP. IF NEEDED OUR OFFICE WILL SIMPLY HAN

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-16
S63 Uniform Securities Agent State Law Examination 1999-09-03
  • S66 Uniform Combined State Law Examination
    2004-07-16
  • S63 Uniform Securities Agent State Law Examination
    1999-09-03
Other Names
  • Tom Till
  • Tom Till

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