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1177 West Loop S Suite 1825, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-18 |
Branch Locations
1177 West Loop S Suite 1825, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Houston | TX | 04/2013 | 09/2017 |
| Raymond James Financial Services, Inc. | Houston | TX | 09/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Houston | TX | 06/2018 | Present |
| Saxon Interests, Inc. | Houston | TX | 02/2021 | Present |
Name of Business : Saxon Financial Group Address: 1177 West Loop S Ste 1300,Houston, TX Nature of the Business: Independent RIA Position/Title: Advisor Investment Related:Yes Start Date: 04/01/2021 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 130 Description of duties: Chief Compliance Officer, Operations Manager, Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-02 |
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