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1177 West Loop S Suite 1825, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-06 |
Branch Locations
1177 West Loop S Suite 1825, Houston, TX 77027 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Houston | TX | 04/2017 | 09/2020 |
| Atlantes Goeconsulting Llc | Houston | TX | 03/2015 | 03/2017 |
| Raymond James Financial Services Advisors Inc. | Sugar Land | TX | 08/2017 | 09/2020 |
| Saxon Financial Group | Houston | TX | 09/2020 | Present |
(1)Name of Business: Staerker Address: 4411 Ruttand Park Lane, Katy, TX, 77450, United States Activity Type: Control Person Position/Title: Other (Acting) Investment Related: No Start Date: 01/17/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing partner of Staerker Brothers LLC (2)Name of Business: Referral Arrangement; Address: Same as reported business location; Activity Type: referral arrangement with local CPA firm; Investment Related; No; Start Date: 09/01/2025; Description of duties: refers business to local CPA firm and has an arrangement in place to receive compensation for referrals made.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-04 |
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