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4295 San Felipe Suite 300, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-15 |
Branch Locations
4295 San Felipe Suite 300, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Am University | Galveston | TX | 12/2016 | 08/2017 |
| Student | Galveston | TX | 03/2007 | 03/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2017 | 01/2019 |
| Northwestern Mutual Investment Services Llc | Houston | TX | 08/2017 | 07/2020 |
| The Private Bank At Bank Of America | Houston | TX | 07/2021 | 09/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2019 | 07/2020 |
| Three Chords Wealth Management Advisors | Waltham | MA | 07/2020 | 06/2021 |
| Sheets Smith Investment Management, Llc | Houston | TX | 09/2021 | 02/2024 |
| Symphony Financial, Ltd. Co. | Houston | TX | 02/2024 | Present |
| Integrated Wealth Concepts Llc | Houston | TX | 06/2020 | 06/2022 |
No Business Name - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 08/01/2018 - 5 Hours Per Month During Securities Trading- Selling non-investment related life insurance products. Varsity Tutors- Not Investment Related- At Residential Address- Tutor- Started 08/2021- 20 Hours Per Month- Teaching exam material for series 65,6,63,7, SIE exams. Acropolis Capital Partners- Investment Related- 4295 San Felipe St, Suite 300, Houston, TX 77027- DBA for IRA business- Managing Partner- Started on 2/15/2024- 40 Hours a Week- IAR Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-27 |
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