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9595 Six Pines Drive Suite 6200, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-11-16 |
| TX | RA | APPROVED | 2021-11-10 |
Branch Locations
9595 Six Pines Drive Suite 6200, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual/Diamond Client Group Llc | The Woodlands | TX | 02/2018 | 02/2021 |
| Mml Investor Services | Houston | TX | 08/2018 | 12/2020 |
| Diamond Client Group | The Woodlands | TX | 02/2021 | Present |
| Ameritas Life Insurance Corp. | The Woodlands | TX | 01/2021 | 02/2023 |
| Peak Brokerage Services, Llc | Jupiter | FL | 06/2021 | 05/2022 |
| Parking Concepts Inc. | Dfw Airport | TX | 05/2010 | 02/2018 |
| Peak Brokerage Services, Llc | Jupiter | FL | 02/2023 | 11/2023 |
| Vanderbilt Financial Group. | Woodbury | NY | 11/2023 | Present |
1) Diamond Client Group. Not Investment related. Start date: 01/01/2021. Address: 9595 Six Pines Dr Suite 6200, The Woodlands TX, 77380. Title: COO / Insurance Agent. Duties: Manager operations of the insurance agency and conduct insurance sales as a broker with 4 carriers. Time spent during regular hours: 0% 2) Good Bull Capital. Investment related. Start date: 04/01/2021. Address: 9595 Six Pines Dr. Suite 6200, The Woodlands TX, 77380. Title: COO. Duties: Manage operations for the fund - administrative, HR, Payroll, staff projects, etc. Time spent during regular hours: 35% 3) Diamond Client Group. Investment related. Start date: 01/01/2021. Address: 9595 Six Pines Dr Suite 6200, The Woodlands TX, 77380. Title: COO. Duties: Manager the operations - administrative, HR, payroll, financials, projects, client service, etc. Time spent during regular hours: 65%. 4) Turkey Lane, LLC. Not investment related. Start date: 06/01/2024. Address: 180 Maple Branch St, Spring, TX 77380. Title: Member. Duties: I manage the property and the short term rental customer service. Time spent during regular hours: 0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-13 |
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