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24 Greenway Plaza Suite 1203, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-16 |
Branch Locations
24 Greenway Plaza Suite 1203, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Houston | TX | 10/2009 | 12/2018 |
| Bank Of America, Na | Houston | TX | 04/2010 | 12/2018 |
| Lifestyle Planning Solutions, Llc | Alpharetta | GA | 12/2018 | 07/2019 |
| Guided Capital Wealth Management | Houston | TX | 12/2018 | Present |
| Merit Financial Group, Llc | Alpharetta | GA | 07/2019 | 12/2020 |
Our Way Holdings II, LLC; Investment related: No; Location: 1305 N Horseshoe Dr. MSC 3590 Las Cruces, NM 88003; Description: The purpose of the Company is to hold investments and other assets for the benefit of its Member and to conduct such other lawful business or engage in any activity for which a limited liability company may be organized under the act. In practice, OWHII holds a 50% nonvoting, nonoperating share of My Way Holdings LLC, which owns Sunland Park Racetrack & Casino.; Position: Secretary; Responsibilities: As Secretary, Kyle is responsible for serving as an officer of OWHII, but management of all business and affairs of the company are vested in the Manager. There are no official duties assigned to Kyle either. Kyle will cast a vote as needed and provide advice on any matters that may arise.; Start date: 2021-08-23; Hours during trading hours: 0; Hours outside trading hours: 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-11 |
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