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24285 Katy Freeway Suite 300, Katy, TX 77494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-17 |
| TX | RA | APPROVED | 2024-09-11 |
Branch Locations
24285 Katy Freeway Suite 300, Katy, TX 77494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Houston | TX | 04/2016 | 03/2019 |
| Primary Capital, Llc | New York | NY | 03/2019 | 10/2019 |
| Netshares Financial Services Llc | Houston | TX | 05/2020 | Present |
| All-Star Franchise | Houston | TX | 03/2015 | Present |
| Digitas Global Llc Dba Net Financial | Houston | TX | 08/2024 | Present |
| Digitas Global Llc Dba Net Financial | Houston | TX | 02/2023 | Present |
Digitas Global, LLC dba Net Financial. Registered Investment Advisor; Investment related. Responsible for providing investment advisory services, including financial planning and asset management. This role involves fiduciary duties and compliance with SEC and state regulations. Spending approx 25 hours or more per week on these activities. All-Star Franchise Development, LLC; Non-Investment related. 24285 Katy Freeway, Suite 300, Katy, Texas 77494. Franchise consulting company assisting in marketing for franchise companies. President. March 2015. President, CEO and registered representative for Netshares Financial Services, LLC. Compensation is based on success fees earned for private placement of securities, Mergers and Acquisitions, and operating a funding portal. He spends approx. 25 hours a week engaged in these activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-07 |
| S66 | Uniform Combined State Law Examination | 2006-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-09 |
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