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8 Dominion Drive Bldg 100-103, San Antonio, TX 78257 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
- 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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-24 |
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