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Current Employers
Endeavor Advisors, Llc

2001 Timberloch Place Suite 500, The Woodlands, TX 77380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-01
  • TX RA
    APPROVED
    Since 2023-06-01

Branch Locations

406 Lone Star Dr, Abilene, TX 79602 • United States

2001 Timberloch Place Suite 500, The Woodlands, TX 77380 • 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
Compass Financial Strategies, Inc. Abilene TX 06/2005 05/2023
Endeavor Advisors, Llc The Woodlands TX 06/2023 Present
  • 06/2005 → 05/2023
    Compass Financial Strategies, Inc.
    Abilene, TX
  • 06/2023 → Present
    The Woodlands, TX
Previous Registrations
  • 2005-06-17 → 2023-05-31
    Compass Financial Strategies, Inc.
    Abilene, TX
    Abilene, TX
    Abilene, TX
  • 2008-05-20 → 2010-12-17
    Aledo, TX
  • 2004-08-24 → 2005-07-13
    Next Financial Group, Inc.
    Abilene, TX
  • 1999-01-11 → 2004-08-26
    Osaic Fs, Inc.
    Abilene, TX
Other Businesses

INVESTOR IN SCREENING 4 LIFE,NON-INVESTMENT RELATED, SINCE 2015, 2 HOURS PER MONTH; DIRECTOR AND MANAGER OF DUKE LEASING SINCE 2015, 2 HOURS A MONTH.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-05-14
  • S63 Uniform Securities Agent State Law Examination
    1992-05-14

View on SEC IAPD

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