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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-02-03 |
Branch Locations
1330 Lake Robbins Drive Suite 150, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodforest National Bank | The Woodlands | TX | 02/2015 | Present |
| Raymond James Financial Services Advisors Inc. | The Woodlands | TX | 02/2015 | Present |
| Greene Wentzler Wealth | The Woodlands | TX | 04/2021 | Present |
| Woodforest Wealth | The Woodlands | TX | 07/2015 | Present |
(1)Name of Business: Wentzler & Decker Wealth Address: 1330 Lake Robbins Dr Ste 150, The Woodlands, TX, 77380-3268, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is our team name. (2)Name of Business: Woodforest Financial Services, Inc. Address: 1330 Lake Robbins Dr, Ste 150, The Woodlands, TX, 77380, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/28/2015 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Market to clients and prospects (3)Name of Business: Woodforest Wealth Address: 1330 Lake Robbins Dr, Ste 150, The Woodlands, TX, 77380, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/27/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-11 |
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