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4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-03-27 |
| TX | RA | APPROVED | 2023-12-05 |
Branch Locations
4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Sum | The Woodlands | TX | 09/2023 | Present |
| Baker Hughes | Houston | TX | 07/2022 | 07/2023 |
| Baker Hughes | Houston | TX | 09/2017 | 07/2022 |
| Mercy Ships | Lindale | TX | 06/2016 | 08/2017 |
| Unemployed | Spring | TX | 07/2023 | 09/2023 |
| The Sum Prep, Llc | The Woodlands | TX | 01/2023 | Present |
| Church Project | The Woodlands | TX | 08/2026 | Present |
1. the name of the other business: The Sum Prep, LLC Whether the business is investment-related: No the address of the other business: 4526 Research Forest Dr, Ste 240, The Woodlands, TX 77381 the nature of the other business: Tax Preparation your position: Manager/Tax Preparer title, or relationship with the other business: Manager the start date of your relationship: 1/1/2023 the approximate number of hours/month you devote to the other business: Approximately 10, but it will only take place from February through April. the number of hours you devote to the other business during securities trading hours: This will take about 60 hours per year and will be done from February through March. On average, this is less than 10 per month. briefly describe your duties relating to the other business: Prepare tax returns for select customers of The Sum. 2. 1. the name of the other business: Church Project Whether the business is investment-related: No the address of the other business: 602 Pruitt Rd, The Woodlands, TX 77380 the nature of the other business: Church your position: Administrative Assistant title, or relationship with the other business: Administrative Assistant the start date of your relationship: 8/1/2026 the approximate number of hours/month you devote to the other business: 5-6 hours per week and generally most are during securities trading hours briefly describe your duties relating to the other business: one on one coaching and pastoral support. stipend is $750 per month total.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-04 |
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