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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-16 |
Branch Locations
16860 Royal Crest Drive, Houston, TX 77058 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R.M.D. Financial Group | Friendswood | TX | 11/2009 | Present |
| Simplicity Wealth | Houston | TX | 10/2022 | Present |
| Apollo Tax Group | Houston | TX | 05/2016 | Present |
| Wgd Wealth Management | Houston | TX | 09/2022 | Present |
RMD FINANCIAL GROUP 16860 ROYAL CREST DRIVE HOUSTON TX OWNER 12/2009 Fixed insurance business; Insurance Licensed. APOLLO TAX GROUP 16860 ROYAL CREST DRIVE HOUSTON TX OWNER 05/2016 Tax preparation business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-01 |
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