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4306 Yoakum Boulevard Suite 455, Houston, TX 77006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2018-02-26 |
| TX | RA | APPROVED | 2018-02-09 |
Branch Locations
4306 Yoakum Blvd Suite 455, Houston, TX 77006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 05/2010 | 12/2018 |
| Penn Mutual Life Insurance Co | Horsham | PA | 05/2010 | 12/2018 |
| Blueprint 360 Llc | Houston | TX | 01/2018 | Present |
| Wealth Development Strategies Investment Advisory, Inc. | Houston | TX | 05/2014 | 12/2018 |
1) Insurance broker | Investment Related: No| Address: 4306 Yoakum Blvd., Suite 455, Houston, TX 77006 | Nature: Multi-Line Insurance Brokerage | Position: Broker | Start Date: 06/01/2010 | Approx. Hours Per Month: 10-40 | Approx. Trading Hours Per Month: 0 | Description of Duties: Sales and service of insurance products including life, health, disability, long-term care, fixed annuities. 2) myFinancial Roadmap | Investment Related: No | Address: 4306 Yoakum Blvd., Suite 455, Houston, TX 77006 | Nature: Digital platform providing educational content on financial matters | Position: Principal | Start Date: 01/01/2021 | Approx. Hours Per Month: 10-40 | Approx. Trading Hours Per Month: 0 | Description of Duties: Creating and delivering educational content for digital platform.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-06 |
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