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2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-06 |
| NM | RA | APPROVED | 2022-01-06 |
| CA | RA | APPROVED | 2022-01-05 |
| TX | RA | APPROVED | 2022-01-05 |
| VA | RA | APPROVED | 2022-01-05 |
| WY | RA | APPROVED | 2022-01-05 |
| CO | RA | APPROVED | 2019-02-21 |
Branch Locations
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • UNITED STATES
12000 N Pecos St, Ste 290, Westminster, CO 80234 • United States
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunbelt Securities Inc | Houston | TX | 01/2011 | Present |
| Jolliffe Capital, Inc. | Westminster | CO | 03/2013 | 06/2018 |
| Familywealth Advisers, Llc | Denver | CO | 01/2018 | 10/2023 |
| Advisorsource.COm, Llc | Denver | CO | 09/2017 | 12/2017 |
1)INNOVATIVE FINANCIAL PARTNERS, LLC. (DBA) INVESTMENT RELATED. 12000 N Pecos St, Ste 290, Westminster, CO 80234. REGISTERED REPRESENTATIVE. DBA UNDER SUNBELT SECURITIES, INC. START: 09/01/2015. COMMISSION UNDER SUNBELT SECURITIES INC. 40 HOURS A WEEK, ALL DURING TRADING HOURS. 2) IFP Insurance Services LLC (OBA): Not investment related. 12000 N Pecos St, Ste 290, Westminster, CO 80234. Life/Fixed Insurance. Owner/agent. Start: 12/2020. 2 to 6 hours a week, during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-21 |
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