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920 Memorial City Way Suite 150, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-07 |
Branch Locations
920 Memorial City Way Suite 150, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Inc | Charlotte | NC | 06/2017 | 09/2020 |
| Diversify, Inc. | Sandy | UT | 01/2016 | 05/2017 |
| Utah Valley University | Orem | UT | 08/2015 | 04/2017 |
| Vipkid | Fort Mill | SC | 09/2019 | 08/2020 |
| Merrill Lynch | Houston | TX | 09/2020 | 02/2022 |
| Bank Of America, N.A. | Houston | TX | 09/2021 | Present |
| Oak Harvest Financial Group | Houston | TX | 02/2022 | Present |
| Oak Harvest Investment Services | Houston | TX | 02/2022 | Present |
I*134805 For profit or not for profit: For-Profit Organization Name of outside business organization: UNTD Energy Investment related: N Address of business Lehi, Utah 84043 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 12/12/2020 Number of hours devoted: 40 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Selling Solar Panels to customers. Knocking doors to find customers. I sell residential solar systems.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-26 |
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