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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-07-07 |
| TX | RA | APPROVED | 2023-07-06 |
Branch Locations
811 Fm 1959 Suite 100, Houston, TX 77034 • United States
2717 Commercial Center Blvd, Katy, TX 77494 • United States
25814 Budde Road, Spring, TX 77380 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
11200 Broadway St Suite 2743, Pearland, TX 77584 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Houston | TX | 04/2017 | 02/2019 |
| Unifirst Corporation | Houston | TX | 07/2016 | 04/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2019 | 06/2023 |
| Edward Jones | Houston | TX | 08/2017 | 02/2019 |
| Impact Partners Financial, Llc | Houston | TX | 02/2019 | Present |
| Foundations Investment Advisors, Llc | Houston | TX | 07/2023 | Present |
1) IMPACT PARTNERS FINANCIAL, LLC; INVESTMENT RELATED; 811 FM 1959 SUITE 100, HOUSTON, TX 77034; EXECUTIVE WEALTH ADVISOR/INSURANCE AGENT; INSURANCE SALES, NON-LEGAL ESTATE PLANNING ADMINISTRATIVE SERVICES; START DATE 02/2019; 160 HRS/MONTH DEVOTED TO OTHER BUSINESS; 160 HOURS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; PROVIDES LIFE INSURANCE/ANNUITIES TO CLIENTS;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 | 2017-07-14 |
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