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Current Employers
Envoy Advisory Inc.

5333 N Union Blvd Suite 200, Colorado Springs, CO 80918 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-26
  • TX RA
    APPROVED
    Since 2026-03-26

Branch Locations

Arlington, TX • United States

5333 N Union Blvd Suite 200, Colorado Springs, CO 80918 • United States

Harvest Investment Services, Llc

1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-19
  • TX RA
    APPROVED
    Since 2025-11-19

Branch Locations

Arlington, TX • United States

1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Simplicity Summit NJ 11/2023 04/2025
Kingdom Oaks Arlington TX 05/2018 11/2023
Crossroads Church Oklahoma City OK 03/2012 04/2018
Kingdom Oaks Arlington TX 05/2018 11/2023
Self Employed Arlington TX 04/2025 Present
Harvest Investment Services, Llc Oakbrook Terrace IL 11/2025 Present
Envoy Advisory Inc. Colorado Springs CO 03/2026 Present
  • 11/2023 → 04/2025
    Simplicity
    Summit, NJ
  • 05/2018 → 11/2023
    Kingdom Oaks
    Arlington, TX
  • 03/2012 → 04/2018
    Crossroads Church
    Oklahoma City, OK
  • 05/2018 → 11/2023
    Kingdom Oaks
    Arlington, TX
  • 04/2025 → Present
    Self Employed
    Arlington, TX
  • 11/2025 → Present
    Oakbrook Terrace, IL
  • 03/2026 → Present
    Colorado Springs, CO
Previous Registrations
Other Businesses

Kingdom Oaks LLC - Managing Member. Kingdom Oaks is currently buying and selling homes (flipping) as opportunities arise. The business is located at 2415 Autumn Oaks Trail Arlington, TX 76006. I currently spend less than 5 hours per month in this business. Those hours are spent looking at properties and evaluating if there is an opportunity,

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-05
  • S65 Uniform Investment Adviser Law Examination
    2022-04-05

View on SEC IAPD

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