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214 E. Edgewood Drive, Friendswood, TX 77546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-25 |
Branch Locations
214 E. Edgewood Drive, Friendswood, TX 77546 • 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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-03 |
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