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96 Beach Walk Blvd Suite 1243, Conroe, TX 77304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-20 |
Branch Locations
96 Beach Walk Blvd Suite 1243, Conroe, TX 77304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Austin | TX | 07/1997 | 11/2016 |
| Badger Gear, Inc. | Cedar Park | TX | 11/2016 | 01/2022 |
| Wells Fargo Clearing Services | Austin | TX | 01/2020 | 12/2021 |
| Trajan Wealth, L.L.C. | Scottsdale | AZ | 12/2021 | 07/2024 |
| Kwm Partners Llc | Austin | TX | 01/2025 | Present |
| Kwm Partners Llc | Austin | TX | 09/2024 | Present |
| Kaia Insurance Group, Llc | Conroe | TX | 06/2024 | Present |
| Advice And Planning Services | Austin | TX | 07/2007 | 11/2016 |
INSURANCE SALES; INVESTMENT-RELATED; TEXAS; INSURANCE AGENT; 06/2024; APPROXIMATELY 40 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-31 |
| S65 | Uniform Investment Adviser Law Examination | 2007-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-14 |
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