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920 Memorial City Way Suite 150, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-15 |
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 |
|---|---|---|---|---|
| Oak Harvest Investment Services | Houston | TX | 02/2018 | Present |
| Oak Harvest Financial Group | Houston | TX | 09/2010 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-23 |
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