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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-20 |
Branch Locations
811 Fm 1959 Suite 100, Houston, TX 77034 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
2717 Commercial Center Blvd, Katy, TX 77494 • United States
25814 Budde Rd, Spring, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | The Woodlands | TX | 11/2016 | 10/2022 |
| Unemployed | The Woodlands | TX | 06/2016 | 11/2016 |
| Hfg Wealth Management, Llc | The Woodlands | TX | 10/2022 | 04/2023 |
| Lpl Financial | The Woodlands | TX | 05/2023 | 05/2025 |
| Dream Builders Financial Partners | Kingwood | TX | 05/2023 | 04/2025 |
| The Fitzpatrick Group | Houston | TX | 04/2025 | 11/2025 |
| Tip Group Llc | Houston | TX | 04/2025 | 11/2025 |
| Foundations Investment Advisors, Llc | Houston | TX | 01/2026 | Present |
| Impact Partners Financial | Houston | TX | 01/2026 | Present |
1) IMPACT PARTNERS FINANCIAL, LLC; INVESTMENT RELATED; 811 FM 1959 SUITE 100, HOUSTON, TX 77034; WEALTH ADVISOR; NON-LEGAL ESTATE PLANNING ADMINISTRATIVE SERVICES; START DATE 08/2026; 10 HRS/MONTH DEVOTED TO OTHER BUSINESS; 10 HOURS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS;DUTIES INCLUDE NON-LEGAL SERVICES TO ASSIST CLIENTS WITH DOCUMENT ORGANIZATION,DATA ENTRY, AND PLATFORM NAVIGATION RELATED TO ESTATE PLANNING SOFTWARE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-09 |
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