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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-03 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Sales Agent (Texas Real Estate Com. License #695747) | Houston | TX | 12/2017 | Present |
| Independent Mortgage Loan Originator | Tomball | TX | 08/2022 | Present |
| Independent Professional Engineer -Tx Board Of Pe Lic #84797 | Houston | TX | 01/2000 | 12/2017 |
| Sequent Planning, Llc | Tomball | TX | 05/2024 | Present |
| Brookstone Capital Management | Tomball | TX | 03/2024 | 05/2024 |
1) Insurance Agent: Start Date: 3/2024 - Present: Investment Related. Duties Include Insurance Products and Services to clients and prospects. Tomball, TX 77377 2) Real Estate Agent: Start Date:12/2017 to Present: Non-Investment Related. Duties include Realtor, Tomball, TX 77377 3) Mortgage Loan Originator - Start Date: 08/2022 to Present: Independent Mortgage Loan Originator Investment related only to the extent of facilitating the purchase of real estate which of course may be for investment purpose. Tomball, TX 77377
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-22 |
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