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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Point Wealth Management, Llc | Heath | TX | 04/2014 | 11/2021 |
| Multiplan/Benefits Science Technologies | The Woodlands | TX | 04/2009 | Present |
| Mercer Global Advisors | Houston | TX | 11/2021 | 01/2023 |
| Boyce Wealth Management | Houston | TX | 08/2023 | Present |
| Encompass More Asset Management Llc | Danville | CA | 05/2024 | Present |
| Boyce Financial Services | Houston | TX | 08/2023 | Present |
| Ae Wealth Management, Llc | Spring | TX | 09/2023 | 04/2024 |
1.) Boyce Financial Services, Houston, Texas; Insurance Sales; President; start date: 08/2023; approx. 80 hours a month; approx. 80 hours during trading; Insurance Sales and Services. 2.) Multiplan/Benefits Science Technologies; not investment related; The Woodlands, Texas; Analytic Solutions; Business Development Consultant; start date; 04/2009; approx. 40 hours a month; approx. 40 hours during trading; Analytic solutions via software and automation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-24 |
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