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Katy, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-13 |
| MA | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED | 2024-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2017 | 06/2023 |
| Santander Bank N.A. | Boston | MA | 04/2004 | 02/2017 |
| Drumond Associates | Katy | TX | 05/2016 | 06/2019 |
| Lpl Financial | Houston | TX | 06/2023 | 03/2024 |
| Sovereign Wealth Advisors Llc | Houston | TX | 06/2023 | 03/2024 |
| Drumond Wealth Management | Katy | TX | 11/2023 | Present |
1) SAMUELSON DRUMOND; INVESTMENT RELATED; 27310 ONSLOW RUN DRIVE, KATY, TX 77494; INSURANCE PRODUCTION; INDEPENDENT INSURANCE PRODUCER; 04/2018; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES. 2) SAMUELSON DRUMOND; NON-INVESTMENT RELATED; BRAZIL; REAL ESTATE RENTAL PROPERTY; OWNER-LANDLORD; 04/2023; APPROX. 20 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; REMOTELY MANAGE PERSONALLY OWNED RENTAL PROPERTY IN BRAZIL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-13 |
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