Troy Robert Sharpe

Current Employers

Employment History

• 09/2014 → Present
  Oak Harvest Investment Services, Llc
  Houston, TX
• 09/2010 → Present
  Oak Harvest Financial Group, Pllc
  Houston, TX
• 04/2012 → Present
  Oak Harvest Insurance Services, Llc
  Houston, TX
• 06/2008 → 05/2018
  Sharpe Financial Strategies Llc
  Houston, TX
• 05/2018 → Present
  Troy Sharpe Consulting, Llc
  Houston, TX
• 05/2018 → Present
  Ohfg Ventures, Lp
  Houston, TX
• 05/2018 → Present
  Ohfg Management, Inc.
  Houston, TX

Previous Registrations

• 2014-12-03 → 2017-12-31
  Oak Harvest Investment Services
  The Woodlands, TX
  Sugar Land, TX
  Houston, TX
  Katy, TX
  League City, TX
  Houston, TX
  Houston, TX

Other Businesses

2010-PRESENT: OAK HARVEST FINANCIAL GROUP, LLC/NOT INVESTMENT RELATED/HOUSTON, TX/HOLDING COMPANY/PRESIDENT. MAY INVOLVE UP TO 34% TIME EACH MONTH, INCLUDING DURING TRADITIONAL MARKET HOURS.// 2012-PRESENT: OAK HARVEST INSURANCE SERVICES, LLC/INSURANCE RELATED/HOUSTON, TX/INSURANCE AGENCY/PRESIDENT & AGENT/OFFERING INSURANCE PRODUCTS AND SERVICES VIA UNAFFILIATED ISSUERS/MAY INVOLVE UP TO 33% TIME EACH MONTH, INCLUDING DURING TRADITIONAL MARKET HOURS.// 2018-PRESENT: OHFG Ventures, LP; investment related: Yes; 920 Memorial City Way, Suite #150; OHFG Ventures LP, is the owning entity of Oak Harvest Investment Services, LLC and Oak Harvest Insurance Services, LLC.; President; As president and a partner of the owning entity of Investment Services and Insurance Services, Mr. Sharpe oversees the general operations of both operating entities. These activities produce no additional revenue. ; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0.00.// 2018-PRESENT: OHFG Management, Inc; investment related: Yes; 920 Memorial City Way, Suite #150; OHFG Management, Inc. is the owning entity of OHFG Ventures, LP, the owning entity of Oak Harvest Investment Services and Oak Harvest Insurance Services.; President; As president, Mr. Sharpe oversee the general operations of the operating entities, Investment Services and Insurance Services. These activities generate no additional revenue. ; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0.// 2018-PRESENT; Troy Sharpe Consulting, LLC; investment related: Yes; 920 Memorial City Way, Suite #150; Troy Sharpe Consulting, LLC is a closely held entity used for the purpose of personal income and expenses.; President and Managing Member; Mr. Sharpe manages personal income and expenses via Troy Sharpe Consulting, LLC. He currently engages in no other consulting activities, and Troy sharpe Consulting generates no additional revenue. ; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0.//

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-09

Designations

Other Names

• Troy R. Sharpe