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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-12-11 |
Branch Locations
2202 Timberloch Pl - Ste 135, The Woodlands, TX 77380 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-06-01 |
Branch Locations
2202 Timberloch Place Suite 135, The Woodlands, TX 77380 • United States
Canyon Lake, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Outlook Financial Group, Llc | The Woodlands | TX | 08/2008 | Present |
| Capital Analysts | Cincinnati | OH | 01/2012 | Present |
| Lincoln Investment | The Woodlands | TX | 06/2012 | Present |
FIXED INSURANCE POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/20/2008 ADDRESS: 2202 Timberloch Place, Suite 135, The Woodlands TX 77380, United States DESCRIPTION: Identify needs, solicit quotes, provide illustrations and quotes. Process/follow applications through underwriting through issue.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-20 |
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