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1440 Arrowhead Drive, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-01-19 |
Branch Locations
1440 Arrowhead Drive, Maumee, OH 43537 • United States
600 N. Sherpherd Drive Suite 200, Houston, TX 77007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tfo Wealth Partners, Llc | Houston | TX | 01/2010 | Present |
| Miller Grossbard Advisors, Llp | Houston | TX | 08/2013 | Present |
(1) SYNERGY RISK MANAGEMENT, LTD. 600 N. SHEPHERD SUITE 200 HOUSTON, TX 77007 INVESTMENT RELATED START DATE: SEPTEMBER 2008 CHIEF OPERATING OFFICER FIXED AND INDEX LIFE INSURANCE AND ANNUITY PRODUCTS 80 HOURS PER MONTH, 40 HOURS DURING SECURITIES TRADING HOURS MILLER (2) MILLER GROSSBARD ADVISORS, LLP 600 N. SHEPHERD SUITE 200, HOUSTON TX 77007 BUSINESS ADVISORS / CPA FIRM DIRECTOR OF OPERATIONS START DATE: JUNE 2012 - PRESENT NON-INVESTMENT RELATED ASSISTS WITH GENERAL MANAGEMENT & REPORTING FUNCTIONS 40 HOURS PER MONTH, APPROXIMATELY 10 HOURS DURING SECURITIES TRADING HOURS (3) SYNERGY WEALTH PARTNERS, LLP; 600 N SHEPHERD SUITE 200 HOUSTON, TX 77007; NON-INVESTMENT RELATED; CHIEF OPERATING OFFICER; SINCE SEPTEMBER 2008; MARKETING; 0-2 HOURS PER MONTH, ALL OF WHICH ARE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-20 |
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