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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
511 University Dr E, College Station, TX 77840 • United States
2245 Texas Drive Suite 300, Sugar Land, TX 77479 • United States
7000 North Mopac Expressway Suite 240, Austin, TX 78731 • 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 |
|---|---|---|---|---|
| Unemployed | Friendswood | TX | 01/2010 | 12/2019 |
| Peak Campus | College Station | TX | 12/2019 | 06/2020 |
| Adara Communities | College Station | TX | 06/2021 | 09/2021 |
| Talking Cents Llc | Richmond | TX | 08/2022 | 05/2023 |
| Fourword Financial | Sugar Land | TX | 05/2023 | 10/2024 |
| Unemployed/Full Time Student | College Station | TX | 07/2020 | 05/2021 |
| Unemployed/Full Time Student | College Station | TX | 10/2021 | 07/2022 |
| Fourword Financial Llc | Sugar Land | TX | 10/2024 | 05/2025 |
| Fourword Financial Llc | Sugar Land | TX | 05/2025 | Present |
| Voya Financial Advisors | Windsor | CT | 05/2025 | Present |
FOURWORD FINANCIAL LLC POSITION: Client Service Associate NATURE: Assist representative, assist clients with financial products and financial planning needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2024 ADDRESS: 2245 Texas Dr., Suite 300, Sugar Land TX 77479, United States DESCRIPTION: Assist representative, assist clients with financial products and financial planning needs. INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/06/2025 ADDRESS: 2245 Texas Dr, Suite 300, Sugar Land TX 77479, United States DESCRIPTION: Selling insurance products (Life, disability, Annuities, LTC, and other fixed insurance products) offered through Voyaapproved entities BSMG or Ash Brokerage
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-16 |
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