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3851 Corporate Center Drive Suite 111, Bryan, TX 77802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-24 |
Branch Locations
3851 Corporate Center Drive Suite 111, Bryan, TX 77802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visionpoint Advisory Group, Llc | College Station | TX | 08/2015 | 08/2021 |
| Lpl Financial, Llc | College Station | TX | 08/2015 | 09/2021 |
| Evidence Wealth, Llc | Bryan | TX | 05/2021 | Present |
Emmanuel Baptist Church not investment-related 7320 Steep Hollow Road, Bryan, TX 77808 church Interim Pastor of Administration 05/01/2017 80 hours per month 0 hours during trading Duties primarily involve supervising and administering the church's business and financial affairs, including managing all records, overseeing facility maintenance and use, handling general administrative tasks, and assisting the Senior Pastor with ministry planning and support. The role also includes serving as a general editor for church publications and ensuring compliance with all policies and laws.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-23 |
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