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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-09-15 |
Branch Locations
2717 Commercial Center Blvd. Suite E200, Katy, TX 77494 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 05/2014 | 06/2017 |
| American Tax Group | Houston | TX | 03/2015 | 10/2025 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 06/2017 | 10/2025 |
| Ameriprise Financial Services, Llc | Houston | TX | 10/2025 | Present |
Independent Insurance Brokering; National Life Group; 08/27/2014; Disability Income, Term Life, Long Term Care, Universal Life, Fixed Annuity, Whole Life / American Equity; 07/03/2017; Disability Income, Term Life, Long Term Care, Universal Life, Fixed Annuity, Whole Life / North American; 09/25/2018; Term Life, Group, Long Term Care, Universal Life, Disability Income, Whole Life, Health, Fixed Annuity. Outside Employment; Comerica Bank; Financial advisor ; Comerica Bank ; 2 Riverway Drive, , Houston, TX, 77056; Investment-Related; 10/03/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-12 |
| S65 | Uniform Investment Adviser Law Examination | 1996-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-22 |
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