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3401 Allen Parkway, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-03-31 |
| TX | RA | APPROVED | 2016-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jb3 Marketing Group | Houston | TX | 07/2008 | Present |
| Core Capital Management & Research, Inc. | Houston | TX | 01/2016 | Present |
| Bmc Software, Inc. | Houston | TX | 01/2015 | Present |
1-JB3 MARKETING GROUP HOUSTON TEXAS START DATE-07/2008 PRESIDENT MARKETING AND INSURANCE SALES 10 HOURS PER WEEK 2-BMC SOFTWARE HOUSTON,TX START DATE-05/1999 NON INVESTMENT RELATED MARKETING VP 30 HRS PER WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-15 |
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