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201 Ft. Worth Hwy., Weatherford, TX 76086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-24 |
Branch Locations
24650 Kingsland Blvd, Katy, TX 77494 • United States
201 Ft. Worth Hwy., Weatherford, TX 76086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neal Financial Group L.P. | Houston | TX | 08/2016 | 12/2023 |
| Lpl Financial, Llc | Houston | TX | 08/2016 | 12/2024 |
| Garrett Wealth Advisory Group, Llc Dba Bentoak Capital | Katy | TX | 01/2024 | Present |
1. 08/2007 - Texas Notary; Investment Related: No; Location - At reported business location; Duties: Notary; Hours devoted per month to business during trading hours 1; Hours devoted per month outside of business hours 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-16 |
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