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14141 Southwest Freeway Suite 150, Sugar Land, TX 77478 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-26 |
Branch Locations
14141 Southwest Freeway Suite 150, Sugar Land, TX 77478 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2019 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2019 | Present |
| Lux Advisor Group | Houston | TX | 09/2017 | 06/2019 |
| Massmutual Greater Houston | Houston | TX | 06/2015 | 01/2018 |
| Verus Capital Ventures, Inc. Dba Verus Financial Group | Houston | TX | 04/2023 | Present |
| Verus Capital Ventures, Dba Verus Financial Group | Houston | TX | 06/2019 | Present |
1) AMERITAS, 2100 TRAVIS ST, STE 650, HOUSTON, TX, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 08/01/20 INV REL, LIFE INSURANCE REP, 20/WK- 20/TRADING 2) BENCH PRESS AND INVEST; OWNER; INVESTMENT RELATED: YES; 2100 TRAVIS ST HOUSTON TX 77002 USA; ONLINE PRESENCE TO PROVIDE FREE IMPERSONAL FINANCIAL ADVICE (PERSONAL FINANCE AND INVESTMENT RELATED) SPECIFICALLY FOR ADOLESCENTS ENTERING COLLEGE; OPERATIONS AND MARKETING; 2023-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 4;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-13 |
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