Best Investors Account Sign in
Inactive

Jessica Cannella

Oak Harvest Investment Services

Houston, TX

Claim This Profile
Current Employers
Oak Harvest Investment Services

920 Memorial City Way Suite 150, Houston, TX 77024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-02-15
  • TX RA
    APPROVED
    Since 2018-02-15

Branch Locations

920 Memorial City Way Suite 150, Houston, TX 77024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oak Harvest Investment Services Houston TX 02/2018 Present
Oak Harvest Financial Group Houston TX 09/2010 Present
Other Businesses

Oak Harvest Insurance Services; investment related : Yes; 920 MEMORIAL CITY WAY, SUITE 150, HOUSTON, TX 77024; Providing insurance services in the form of selling annuities, life, health, and long-term care coverage to interested parties through various unaffiliated insurance companies.; Insurance Agent; Selling annuities, life, health, and long-term care coverage to interested parties through various unaffiliated insurance companies where the agent may receive a commission or renewal payment from the issuer subsequent to a client's purchase of an insurance contract. ; 2012-04-02; Hours devoted to business during trading hours : 16; Hours devoted to business outside trading hours : 40; Percentage of total yearly compensation expected to be derived from the business : 35. OHFG Management, Inc; investment related: Yes; 920 Memorial City Way, Suite #150; OHFG Management Inc., is the owning entity of OHFG Ventures, LP, the owning entity of Oak Harvest Investment Services and Oak Harvest Insurance Services. ; Minority Owner; As minority owner, Mrs. Sharpe oversees the general operations of the operating entities, Investment Services and Insurance Services. These activities generate no additional revenue. ; 2018-05-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. OHFG Ventures, LP; investment related: Yes; 920 Memorial City Way, Suite #150; OHFG Ventures, LP is the owning entity of Oak Harvest Investment Services, LLC and Oak Harvest Insurance Services, LLC. ; Partner; As a partner of the owning entity of Investment Services and Insurance Services, Mrs. Sharpe oversees the general operations of both operating entities. These activities produce no additional revenue. ; 2018-05-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-23
  • S65 Uniform Investment Adviser Law Examination
    2017-12-23
Other Names
  • Jessica Sharpe
  • Jessica Cannella
  • Jessica Cannella Sharpe

View on SEC IAPD

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor