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2565 West Maple Rd, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Houston | TX | 11/2007 | 08/2024 |
| Aurora Securities Inc. | Houston | TX | 08/2024 | Present |
| Secure Asset Management, Llc | Houston | TX | 08/2024 | Present |
| Money And Investment Concepts | Houston | TX | 01/1984 | Present |
| Secure Investors Group | Houston | TX | 08/2024 | Present |
1) SECURE ASSET MANAGEMENT; POSITION: Investment Adviser Rep; NATURE: REGISTERED INVESTMENT ADVISOR; INVESTMENT RELATED: Yes; NUMBER OF HOURS: Approx. 100 SECURITIES DURING TRADING HOURS; START DATE: 8/2024; ADDRESS: 3220 San Jacinto, Houston TX 77004, United States; DESCRIPTION: ADVISORY SERVICES. 2) Money & Investment Concepts. POSITION: Owner; NATURE: DBA and Insurance - Fixed Annuities, Life/Health; Long-Term Care; INVESTMENT RELATED Yes; NUMBER OF HOURS: APPROX. 40 SECURITIES TRADING HOURS; START DATE: 01/01/1984; ADDRESS: 3220 San Jacinto, Houston TX 77004; DESCRIPTION: Business management, sales, customer service. 3) AURORA SECURITIES. POSITION: Registered Representative; Nature: Securities product recommendations and transactions; INVESTMENT RELATED: Yes; NUMBER OF HOURS: Approx. 100 SECURITIES DURING TRADING HOURS; START DATE: 8/2024; ADDRESS: 3220 San Jacinto, Houston TX 77004, United States.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-03-07 |
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