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4295 San Felipe Suite 300, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-07-15 |
Branch Locations
18230 North Eldridge Parkway, Tomball, TX 77377 • United States
4295 San Felipe Suite 300, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tomball | TX | 05/2004 | Present |
| Symphony Financial, Ltd. Co. | Houston | TX | 07/2014 | Present |
1. 05/25/2004 - No Business Name - Investment Related - Non-Variable Insurance 2. 3/3/2010 - The Greensage Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance DBA - Time Spent 100%. 3. 10/5/2010 - Gary K. Greensage, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance DBA - Time Spent 100%. 4. 08/27/2014 - The Greensage Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 07/15/2014 - 160 Hours Per Month/160 Hours During Securities Trading 5. 6/30/2017 - Port Mansfield LLC - Not Investment Related - 331 Harbour Drive Port Mansfield, TX 78598 - Business Entity For Tax/Investment Purposes Only - Started 12/09/2009 - 0 Hours Per Month - This is a vacation home and the LLC is for asset protection only. 6. 11/13/2018 - Symphony Financial, Ltd. Co. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 07/15/2014 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Symphony Financial Ltd. Co., an independent investment advisor firm. I started this business activity in 07/2014. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 12/21/2022 - Un Tiro Guides & Outfitters - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Partner - Start Date - 01/01/2023 - 4 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-10 |
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