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Michael Otto Kurz

Overshare

Frisco, TX

Frisco, TX

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Current Employers
Overshare

Frisco, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-03-01
  • TX RA
    APPROVED
    Since 2019-03-01

Branch Locations

Frisco, TX • United States

6136 Frisco Square Blvd Suite 400 #1099, Frisco, TX 75034 • 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
1St Global Capital Corp Dallas TX 03/2015 07/2018
Cetera Advisor Networks El Segundo CA 10/2018 01/2019
Cwm, Llc Dba Carson Group Partners Omaha NE 07/2018 01/2019
Overshare Advice And Planning, Llc Frisco TX 01/2019 Present
  • 03/2015 → 07/2018
    1St Global Capital Corp
    Dallas, TX
  • 10/2018 → 01/2019
    Cetera Advisor Networks
    El Segundo, CA
  • 07/2018 → 01/2019
    Cwm, Llc Dba Carson Group Partners
    Omaha, NE
  • 01/2019 → Present
    Overshare Advice And Planning, Llc
    Frisco, TX
Previous Registrations
  • 2015-03-20 → 2018-07-26
    1St Global Advisors Inc
    Dallas, TX
  • 2005-07-06 → 2005-08-23
    Chase Investment Services Corp.
    Chicago, IL
  • 2005-05-18 → 2005-07-06
    Banc One Securities Corporation
    Dallas, TX
  • 2004-02-27 → 2005-05-06
    Dallas, TX
Other Businesses

1.NAME OF OTHER BUSINESS: RUNNING BIRD HILL, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BUSINESS CONSULTING, INVENTIONS, CONSUMER PRODUCTS/TECHNOLOGY POSITION/TITLE/RELATIONSHIP: CHIEF EXECUTIVE OFFICER START DATE: 02/2019 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: CHIEF EXECETIVE OFFICER, CONSULTANT, PROPRIETOR, INVENTOR

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-09-03
  • S63 Uniform Securities Agent State Law Examination
    1998-09-03
Designations
Other Names
  • Mike Kurz

View on SEC IAPD

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