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1400 Post Oak Blvd Suite 800, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-08 |
Branch Locations
1400 Post Oak Blvd Suite 800, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tanglewood Total Wealth Management, Inc. | Houston | TX | 06/2022 | Present |
| Cypress Fairbanks Isd | Cypress | TX | 07/2015 | 05/2022 |
1) Kansas State University - Powercat Financial; not investment-related; 918 N. Martin Luther King Jr Dr, 302 K-State Student Union, Manhattan, KS 66506; Educational Institution; Peer Financial Counselor II; started 01/2023; approximately 16 hours per month, none during securities trading hours; financial counseling. 2) Financial Planning Association of Houston; investment-related; 1321 Antoine Dr, Houston, TX 77055; Professional Organization; NexGen Director; started 11/2023; approximately 8 hours per month, 2 hours during securities trading hours; Volunteer Non-Profit Board Member.
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