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Current Employers
Teamwork Financial Advisors, Llc

8 Dominion Drive Bldg 100-103, San Antonio, TX 78257 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-25
  • TX RA
    APPROVED
    Since 2023-08-25

Branch Locations

9811 Katy Frwy Suite 1075, Houston, TX 77024 • United States

8 Dominion Drive Bldg 100-103, San Antonio, TX 78257 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Symetra Bellevue WA 03/2012 03/2021
Symetra Investment Services, Inc. Bellevue WA 11/2012 03/2021
Symetra Securities, Inc. Bellevue WA 09/2013 03/2021
Mass Mutual Springfield MA 03/2021 05/2023
Mml Strategic Distributors, Llc Houston TX 05/2021 Present
Teamwork Financial Advisors Houston TX 08/2023 Present
  • 03/2012 → 03/2021
    Symetra
    Bellevue, WA
  • 11/2012 → 03/2021
    Symetra Investment Services, Inc.
    Bellevue, WA
  • 09/2013 → 03/2021
    Symetra Securities, Inc.
    Bellevue, WA
  • 03/2021 → 05/2023
    Mass Mutual
    Springfield, MA
  • 05/2021 → Present
    Mml Strategic Distributors, Llc
    Houston, TX
  • 08/2023 → Present
    Teamwork Financial Advisors
    Houston, TX
Previous Registrations
  • 2012-11-19 → 2013-10-02
    Signator Financial Services, Inc.
    Bellevue, WA
  • 2008-06-10 → 2011-03-17
    Glastonbury, CT
    Newington, CT
  • 2005-09-07 → 2008-06-04
    Groton, CT
    Waltham, MA
    Glastonbury, CT
    Glastonbury, CT
Other Businesses

- My wife and I own two vacation rentals - My wife and I own minority interest in 3 oil well investments, all of which are private investments - I own 1.6% of an internet marketing firm named Fuzati 1) NAME: Livin the Dream Galveston INV REL: Y ADD: 16556 Pompano way, Jamaica Beach TX 77554 NATURE: it's a vacation home we own and do short-term rentals POSITION: co-owner with my wife of the home â?" Marina Wright START DATE: Sept 2016, purchased home Dec. 2015 NO. HR/MO: < 1 per month NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: co-owner and hire a rental agency to market and manage 2) NAME: LTD Maui, LLC (livin the Dream Maui) INV REL: Y ADD: 2960 S Kihei Rd, #514, Kihei HI 96753 NATURE: Vacation condo, which we rent for short â?" term rentals POSITION: co-owner with my wife, Marina Wright of the condo START DATE: 02/2020 NO. HR/MO: < 1 hour per month NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: co-owner and we hired a rental agency to market and manage 3) NAME: Tahoe â?" SSV I, LLC INV REL: N ADD: 1600 Highway 6, Ste. 400, Sugar Land TX 77478 NATURE: Oil Well POSITION: minority investor START DATE: 2014 NO. HR/MO: < 1 hour per year NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: I am an investor, without any duties, responsibility or control 4) NAME: Tahoe Cottonwood Unified, LLC INV REL: N ADD: 16 Highway 6, Ste. 400, Sugar Land, TX 77478 NATURE: Oil Well POSITION: Minority investor, without any duties, responsibilities or control START DATE: 2015 NO. HR/MO: < 1 Hour per Year NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Minority investor, without any duties, responsibilities or control

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-08-24
  • S63 Uniform Securities Agent State Law Examination
    1994-08-24
Designations
Other Names
  • Jeffrey A Wright

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