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2245 Texas Dr Suite 300, Sugarland, TX 77479 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-07 |
Branch Locations
1600 Airport Freeway Suite 302, Bedford, TX 76022 • United States
2245 Texas Dr Suite 300, Sugarland, TX 77479 • 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 |
|---|---|---|---|---|
| Vsr Financial Services, Inc. | Overland Park | KS | 05/1996 | 09/2016 |
| Vsr Advisory Services, Inc. | Overland Park | KS | 08/2007 | 09/2016 |
| Crest Financial Group D/B/A Crest Retirement Planning | Bedford | TX | 05/1996 | Present |
| Mdx Wealth Management | Sugarland | TX | 08/2017 | Present |
| Callaway Insurance Agency | Bedford | TX | 08/2017 | 08/2024 |
| Bournehill Investment Services, Inc. | Arlington | TX | 08/2017 | 08/2024 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 07/2017 |
| Summit Brokerage Services, Inc. | Bedford | TX | 09/2016 | 07/2017 |
| First Western Securities, Inc. | Hurst | TX | 02/2025 | Present |
| N/A | Euless | TX | 08/2017 | Present |
1) MDX Wealth Management; Sugarland, TX IAR related; 160hrs month. 2) Crest Retirement Planning; Bedford, TX; Investment related; owner; 160 hrs/month. 3) Crest Financial Group; Bedford, TX; investment related; owner; 40 hrs/month. 4) TCH Photo, Bedford, TX; non-investment related; owner; 10 hrs/month.5) Independent Life/Health Insurance Agent; non-investment related; Euless TX; Insurance; Agent; 30hrs/mo
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-11-15 |
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