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14141 Southwest Freeway Suite 150, Sugar Land, TX 77478 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-09 |
Branch Locations
14141 Southwest Freeway Suite 150, Sugar Land, TX 77478 • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Houston | TX | 01/2007 | 06/2019 |
| Mml Investors Services | Houston | TX | 01/2007 | 06/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2019 | 10/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2019 | 10/2021 |
| Verus Capital Ventures, Inc. | Houston | TX | 06/2021 | Present |
| Verus Capital Ventures, Inc. | Houston | TX | 10/2021 | Present |
1. MVKSKA LLA, 2100 TRAVIS ST STE 650, HOUSTON, TX, 06/2018. COMMERCIAL RENTAL PROPERTY OWNER. NIR-1/MO-0/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 07/08/19. 3. VERUS FINANCIAL GROUP, 2100 TRAVIS ST STE 650, HOUSTON, TX, 02/2006. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. NIR-20/WK-0/TRADING. 4. VERUS CAPITAL VENTURES INC, 2100 ST STE 650, HOUSTON, TX, 07/2019. PRESIDENT, TO PROVIDE TAX AND LEGAL LIABILITY. NIR-1/MO-0/TRADING. 5. VERUS CAPITAL VENTURES PROFIT SHARING PLAN 401K, 2100 ST STE 650, HOUSTON, TX, 07/2019. TRUSTEE, OF COMPANY 401K. INV REL-1/MO-0/TRADING. 6.VERUS FINANCIAL GROUP, 2100 TRAVIS ST, STE 650, HOUSTON, TX, 06/15/21, OWNER, NIR, 5 HR/MO- 0/TRADING HR. 7. CASHEVO FITNESS, LLC, KATY, TX, GYM OWNER, NIR, 09/13/19, 5/WK- 0/TRADING 8. Team Member; Team Based Model; Investment Related: No; Location: 2100 Travis Street Houston Texas 77002; Description of the business: Through a network of various specialized professionals, advise individuals and business owners on improving cash flow through methods including, but not limited to, cost segregation, cost remediation and outsourced bookkeeping, as well as tax reduction strategies. Business networking community, voluntary time contributions as requested.; Responsibilities Duties: Assist other members of this group with cash flow information.; Start date with business: 2021-12-13; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1; 9. Team Member; Team Based Model; Investment Related: Yes; Location: 2100 Travis Street, Houston Texas 77002; Description of the business: Advisor will work with CPA Team Based Model group in a consultation role assisting CPAs with clients, work with CPAs to deliver more value to their clients by networking with them, and if prudent, offer advisory services.; Responsibilities Duties: Consultation role with CPAs within Team Based Model.; Start date with business: 2021-12-13; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1; 10. Private Lending for Real Estate; Member; Not Investment Related; 2400 Evening Star Drive Pearland TX 77584; Description: Personal lending to individuals looking to purchase real estate; Started 2025-05-01; 2 Hours per month outside trading hours; 2 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-13 |
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