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10101 Fondren Rd Suite 227, Houston, TX 77096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-08 |
| TX | RA | APPROVED | 2005-04-14 |
Branch Locations
4544 Post Oak Place, Suite 150, Houston, TX 77027 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Hurwitz Associates, Inc. | Houston | TX | 11/2004 | Present |
| Tcfg Wealth Management, Llc | Laguna Niguel | CA | 06/2016 | 09/2016 |
HURWITZ ASSOCIATES, INC. IS A REGISTERED INVESTMENT ADVISORY FIRM LOCATED AT 4544 POST OAK PLACE, STE. 150, HOUSTON, TX 77027. HE HAS BEEN THE PRESIDENT SINCE 2004. MR. HURWITZ SPENDS ALL OF HIS TIME ON HURWITZ ASSOCIATES. MR. HURWITZ IS ALSO LICENSED IN INSURANCE AND PROVIDES INSURANCE SERVICES WHEN NEEDED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-19 |
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