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510 Bering Drive Suite 540, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-07-01 |
| TX | RA | APPROVED | 2021-07-01 |
Branch Locations
510 Bering Drive Suite 540, Houston, TX 77057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Houston | TX | 01/2014 | 07/2021 |
| Calderwood Financial Strategies, Inc. | Houston | TX | 08/2013 | Present |
1)KINDER BROTHER INT.CONSULTING;POS:contracted speaker & consultant NATURE:Sole proprietor INV. RELATED:# OF HRS: 0 SEC.TD HRS:0 ST DT:07/01/11;ADDRESS:17110 Dallas Pkwy,STE 220,Dallas TX 75248;DESC: KINDER BRTH INT. (KBI) - NO DBA USED, NOT INV.RELATED,ADDRESS VARIES(I.E.HOTEL MEETING RM),SPEAKING ENGAGEMENTS SET BY KBI/SUBJECT MATTER SEC.TD HRS:25-40;CLASSRM INS.,CSE AND CLASS PREP.CLASS/STUDENT INTER. 2) CALDERWOOD FIN STRATEGIES,INC;President-owner NATURE: Texas domiciled corp,sub S INVESTMENT RELATED:Yes#OF HOURS:300 SEC TD HRS:300;06/01/2000;8556 Katy Freeway, Ste 108,Houston TX 77024;Prospecting CONSIST OF:CONSULTATIVE SELL,MARKETING AND PROSPECTING ACT.CONTRACT 1099 SPEAKER,ST DT:08/2010,APP.#OF HR MTH DEV.TO CONDUCTING THIS BUS.LESS THAN 10,APP.#OF HR MTH DEV.TO THIS BUS.DURING REG.SEC.TD HRS:LESS THAN 10,DUTIES:GIVE INFO.TALK/SPEECH WORKSHOPS(PRO.AND MGRS IN THE FIN.SER.INDUSTRY)DEEM INTERESTING,INFO, SERVICE OF INS PRODUCTS: LIFE, DIS, HEALTH, FIXED ANN, SECURE DATA, PROVIDE ANALYSIS AND DISCUSS WITH POTENTIAL CLIENT THE INTEREST IN A FULL REV. 3) FIRST FINANCIAL RESOURCES LLC (FFR); POS: Member; INV RELATED: Y; # OF HRS: 300; SEC. TD HRS: 300; ST DT 08/2010; ADDRESS: 100 Spectrum Center Drive, Suite 400, Irvine, CA 92618; NATURE: As a Member of FFR's Producer Group, Calderwood Financial Strategies, Inc. (CFS) receives additional revenue when a life insurance policy is sold. The compensation paid by FFR is paid as a reimbursement for marketing and selling costs on life insurance sold. An annual membership fee is paid to FFR by CFS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-06-01 |
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