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Delray Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-06 |
Branch Locations
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 |
|---|---|---|---|---|
| World Financial Group, Inc. | Houston | TX | 03/2022 | Present |
| Corestaff Services | Cypress | TX | 11/2021 | 03/2022 |
| The Home Depot | Huntsville | TX | 05/2020 | 11/2021 |
| The Church Without Walls | Houston | TX | 02/2018 | 05/2020 |
| Student | Cypress | TX | 08/2017 | 05/2018 |
| Unemployed | Katy | TX | 08/2012 | 09/2017 |
Overnight freight work at The Home Depot locally in Huntsville Tx. I spend approximately 100 hours/month, or 20-25 hours a week. None of which overlaps with trading hours. Started working relationship in May, 2024. I do accounting and bookkeeping contract work for the Church Without Walls, located at 5725 Queenston Blvd, Houston, TX 77084. The non-profit business is a Baptist church and not investment related. I report to the Director of Finance and the church's CPA and do accounting related work, such as: general ledger entries, accounts payable/receivable, and printing vendor checks. The relationship began in 2018 when I had previously entered into a work arrangement with the church. In January 2023, they reached back out to me and I agreed to help them with accounting work on an as-needed basis. It is expected that I will devote approximately 10 hours a month to the business. Most will be done on evenings and weekends, so there should be no overlap with market trading hours. Independent insurance sales for life, disability, and long-term care insurance products. All are fixed products and not investment-related. Started June 2025 independently with Simplicity Group in Boise Idaho, but contracts and appointments are done independently with various carriers. I spend approximately 20 hours/month, or 5 hours/week, marketing and specifically tending to insurance-related business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-05 |
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