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2245 Texas Dr Suite 300, Sugarland, TX 77479 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-22 |
Branch Locations
2245 Texas Dr Suite 300, Sugarland, TX 77479 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bournehill Investment Services, Inc. | Sugarland | TX | 02/2009 | 08/2024 |
| Cfs Advisors Llc | Arlington | TX | 08/2014 | 04/2020 |
| Mdx Wealth Management | Sugarland | TX | 04/2020 | Present |
TEXAS STATE LIFE AND HEALTH INSURANCE LICENSE; INDEPENDENT AGENT; NON INVESTMENT; 8 HRS/MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-09 |
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