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Marlin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-11-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Investa, Inc. | Marlin | TX | 12/1981 | Present |
| O2 Software, Inc. | Marlin | TX | 10/1987 | Present |
| Investa Asset Management Llc | Marlin | TX | 03/2011 | Present |
| Front Steps | Austin | TX | 03/2014 | 10/2018 |
| Emsi | Waco | TX | 11/2018 | 12/2018 |
| Mydatt Services, Inc | Austin | TX | 01/2019 | 04/2020 |
| Harmony Public Schools | Beverly Hills, Waco | TX | 09/2021 | 03/2024 |
| China Spring Isd | China Spring | TX | 10/2024 | Present |
| Windham School District | Marlin | TX | 03/2025 | Present |
| Robinson Isd | Robinson | TX | 12/2024 | Present |
OWNER OF INVESTA INC. SINCE 1981. INVESTA INC IS NOT INVESTMENT-RELATED AND IS LOCATED AT 750 WESTWOOD DR MARLIN TX 76661 AND DEVELOPS INVESTMENT SOFTWARE. I SPEND LESS THAN 8 HOURS A MONTH WORKING FOR INVESTA, INC. AND ZERO HOURS DURING SECURITIES TRADING HOURS. OWNER OF OZ SOFTWARE INC. SINCE 1987. OZ SOFTWARE INC. IS NOT INVESTMENT-RELATED AND IS LOCATED AT 750 WESTWOOD DR MARLIN TX 76661 AND DEVELOPS WEB SITES. I SPEND LESS THAN 8 HOURS A MONTH WORKING FOR OZ SOFTWARE, INC., AND ZERO HOURS DURING SECURITIES TRADING HOURS. I AM EMPLOYEED AS AS A TEACHER SUBSTITUTE AT CHINA SPRING ISD, ROBINSON ISD, AND WINDHAM SCHOOL DISTRICT; ALL NON-INVESTMENT-RELATED. I WORK NO MORE THAN TWO DAYS A WEEK ON AVERAGE DURING SCHOOL DAYS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1979-11-27 |
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