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2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-10 |
Branch Locations
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
Executive Center Two 8360 Lbj Freeway Suite 100, Dallas, TX 75243 • United States
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • UNITED STATES
1 disclosure category 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 |
|---|---|---|---|---|
| The (Wilson) Williams Financial Group | Dallas | TX | 05/1991 | 08/2017 |
| Wfg Advisors, Inc. | Dallas | TX | 04/2003 | 08/2017 |
| Sunbelt Securities Inc | Houston | TX | 07/2017 | Present |
1) North Texas Advisory Group (OBA): Branch members formed an advisory group of general financial services to assist clients. DBA under Sunbelt. Start 02/19/2020. 0-5 hours a week, 0-10 hours a month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1980-07-22 |
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