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1600 Highway 6 Suite 340, Sugar Land, TX 77478 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-01 |
Branch Locations
440 Cobia Drive Suite 2001, Katy, TX 77494 • United States
1600 Highway 6 Suite 340, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rwm Capital, Llc | Katy | TX | 05/2024 | Present |
| Northwestern Mutual | Houston | TX | 01/2024 | 05/2024 |
| Planet Ford | Spring | TX | 10/2022 | 12/2023 |
| Friendly Ford | Roselle | IL | 04/2020 | 08/2022 |
| Boqueria Fulton Market | Chicago | IL | 11/2019 | 03/2020 |
| Auto Nica | Manaqua | 06/2014 | 08/2018 | |
| Unemployed | Chicago | IL | 08/2018 | 11/2019 |
(1) 12/2024 - Roberts Wealth Management, LLC - Investment Related - 440 Cobia Drive - Suite 2001, Katy, TX 77494; Independent Insurance Agent; Approx. 20 hours/mo. during trading hours; Insurance Planning Services; Duties include providing insurance and annuity solutions, and reviewing plans with clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-27 |
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