Job Marcel Louimeus

Current Employers

Employment History

• 12/2016 → 06/2020
  Centric Advisors, Llc (Formerly Majors & Mondragon, Llc)
  Houston, TX
• 01/2015 → 12/2016
  Jml Consulting
  Spring, TX
• 09/2020 → Present
  Exos Wealth Strategies
  Spring, TX

Previous Registrations

• 2017-03-30 → 2020-06-19
  Centric Advisors, Llc
  Cypress, TX
  Houston, TX

Other Businesses

Licensed insurance agent (group 1 life health license to process insurance applications). Investment related, Yes, hours per month, less than 1, if any time is spent at all. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. The investment adviser always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of the investment adviser, LLC in their capacity as a licensed insurance agent. Name of other business: EXOS MORTGAGE COMPANY, LLC; Is business Investment related:: No; Address of other business: Spring, TX; Nature of other business: Mortgage brokerage; Your position: Owner; Title and relationship with other business: Owner, Owner of all businesses; Start date of relationship: 7/1/2024; Approx. # of hours /month devote to other business: 10; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: I work with clients to determine their home buying/lending needs and help them execute on either a home loan or refinance.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-11-05
• S65 Uniform Investment Adviser Law Examination
  2017-03-30

Designations

Other Names

• Marcel Louimeus