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Current Employers
Mdx Wealth Management

2245 Texas Dr Suite 300, Sugarland, TX 77479 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-22
  • TX RA
    APPROVED
    Since 2020-04-22

Branch Locations

Burleson, TX • United States

2245 Texas Dr Suite 300, Sugarland, TX 77479 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2009 → 08/2024
    Bournehill Investment Services, Inc.
    Sugarland, TX
  • 08/2014 → 04/2020
    Cfs Advisors Llc
    Arlington, TX
  • 04/2020 → Present
    Sugarland, TX
Previous Registrations
Other Businesses

TEXAS STATE LIFE AND HEALTH INSURANCE LICENSE; INDEPENDENT AGENT; NON INVESTMENT; 8 HRS/MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-09-18
S63 Uniform Securities Agent State Law Examination 1996-02-09
  • S65 Uniform Investment Adviser Law Examination
    2000-09-18
  • S63 Uniform Securities Agent State Law Examination
    1996-02-09

View on SEC IAPD

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