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792 High Oaks Dr., Bellville, TX 77418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ccf Investments, Inc | Greensboro | GA | 01/2014 | 06/2017 |
| Ameritas Investment Corp. | Lincoln | NE | 06/2017 | 08/2017 |
| Capital Choice Financial Services | Greensboro | GA | 09/2007 | 08/2017 |
| Corecap Investments | Southfield | MI | 08/2017 | 08/2023 |
| Freedom Wealth Management Group | Houston | TX | 09/2007 | Present |
| Lpl Financial Llc | Houston | TX | 08/2023 | 04/2026 |
| Fwm Partners | Bellview | TX | 04/2026 | Present |
1) 07/13/2023 - Oxford Lane Partners LLC - Non-Variable Insurance - Agent selling: Life, L TC, FIA - Houston, TX - Investment related - 30 Hrs/mth - Start date: 1/3/2020. 2) 07/13/2023 - Freedom Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 30 Hrs/Mth 3)07/20/2023 - Oxford Lane Partners LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 01/2023 - 50 Hrs/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-04 |
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