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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-10 |
Branch Locations
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
25511 Budde Road Suite 1002, The Woodlands, TX 77380 • United States
25511 Budde Rd. Suite 1002, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-08-29 |
| TX | RA | APPROVED | 2011-06-15 |
Branch Locations
25511 Budde Rd. Suite 1002, The Woodlands, TX 77380 • 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 |
|---|---|---|---|---|
| Tcei Dba Goodwin Financial Group | The Woodlands | TX | 03/2005 | Present |
| Hometrust | The Woodlands | TX | 01/2007 | 12/2016 |
| Self Employed | The Woodlands | TX | 05/2005 | Present |
| Provident Wealth Advisors, Llc | The Woodlands | TX | 03/2011 | Present |
| Provident Management Llc | The Woodlands | TX | 12/2016 | Present |
| Goodwin Financial Reality | Conroe | TX | 04/2010 | Present |
| Aag Capital, Inc. | Wesley Chapel | FL | 03/2022 | 06/2024 |
| Accurate Wealth Management, Llc | Wesley Chapel | FL | 11/2022 | Present |
| Great Point Capital, Llc | Chicago | IL | 06/2024 | Present |
| Quincy Wells Capital, Llc | Chicago | IL | 05/2026 | Present |
Daniel Goodwin is a managing member of Goodwin Financial Reality. The address of Goodwin Financial Reality is 5354 Montego Cove Drive, Willis, TX, 77318. The start date is April 2010. He plans to spend 5 hours per month during normal trading hours and 5 hours per month outside of normal trading hours. This is not investment related. Daniel Goodwin is a managing member of Provident Wealth Advisors, LLC. The address of Provident Management LLC is 25511 Budde Rd. Suite 1002, The Woodlands, TX, 77380. The start date is March 2011. He plans to spend 70 hours per month during normal trading hours and 30 hours per month outside of normal trading hours. This is investment related. Daniel Goodwin is a managing member of Provident Management LLC. The address of Provident Management LLC is 25511 Budde Rd. Suite 1002, The Woodlands, TX, 77380. The start date is December 2016. He plans to spend 2 hours per month during normal trading hours and 2 hours per month outside of normal trading hours. This is not investment related. Daniel Goodwin is an owner/Insurance Agent of TCEI DBA Goodwin Financial Group. The address of TCEI DBA Goodwin Financial Group is 25511 Budde Rd. Suite 1002, The Woodlands, TX, 77380. The start date is March 2005. He plans to spend 10 hours per month during normal trading hours and 0 hours per month outside of normal trading hours. This is investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-22 |
| S65 | Uniform Investment Adviser Law Examination | 2009-10-20 |
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