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17302 House & Hahl Road Suite 215, Cypress, TX 77433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-24 |
Branch Locations
17302 House & Hahl Road Suite 215, Cypress, TX 77433 • 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 |
|---|---|---|---|---|
| Wfg Investments Inc | Cypress | TX | 09/2010 | 08/2017 |
| Scf Securities, Inc. | Fresno | CA | 07/2017 | 05/2023 |
| Scf Investment Advisors, Inc. | Fresno | CA | 08/2017 | 05/2023 |
| Wfg Advisors, Lp | Cypress | TX | 09/2010 | 08/2017 |
| Redfish Insurance Services Llc | Cypress | TX | 11/2022 | Present |
| Redfish Capital Management Llc | Cypress | TX | 05/2023 | Present |
| Redfish Accounting And Tax | Cypress | TX | 10/2022 | Present |
| Redfish Capital Management Llc | Cypress | TX | 07/2010 | Present |
| Joe Murrill Family Foundation | Cypress | TX | 09/2005 | Present |
Redfish Insurance Services LLC; Cypress, TX, Investment Related; Insurance Agent; Fixed Insurance Sales; Less than 5% of time spent; Started 11/2022. Redfish Accounting and Tax; Cypress, TX; Not Investment Related; Co-Owner; Tax Services; Less than 5% of time spent; Started 10/2022. Joe Murrill Family Foundation; Cypress, TX; Not Investment Related; Officer; There will be no crossover clients, therefore this activity does not represent a conflict of interest.; Started 09/2005.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-21 |
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