Elizabeth Anne Krog

Current Employers

Employment History

• 01/2015 → 01/2018
  Legislative Budget Board
  Austin, TX
• 01/2018 → 03/2021
  Mckinney Capital Management
  Houston, TX
• 03/2021 → 02/2022
  Facet Wealth
  Baltimore, MD
• 02/2022 → Present
  Oak Harvest Financial Group
  Houston, TX
• 02/2022 → Present
  Oak Harvest Investment Services
  Houston, TX

Other Businesses

Elizabeth Anne Krog is a licensed insurance agent. From time to time, she will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Oak Harvest Investment Services always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Oak Harvest Investment Services in such individual's outside capacities. JDA TSG TAX SERVICES TEAM; TAX SPECIALIST; INVESTMENT RELATED: NO; 800 3RD AVE, STE 3701 NEW YORK NY 10022 USA; ADVICE ON TAX REPORTING;ASSIST WITH WEBSITE/DATA ENTRY FOR TAX REPORTING;ENSURE TAX EVENTS ARE REPORTED CORRECTLY; 2023-01-17; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 60;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 5;

Exams

• S66 Uniform Combined State Law Examination
  2020-01-10

Designations