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Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc. | Houston | TX | 09/1997 | 12/2018 |
| Sm Scherr Financial Llc | Houston | TX | 07/2020 | Present |
| Stephanie M Scherr | Houston | TX | 08/1986 | Present |
1. SM SCHERR FINANCIAL LLC ; INVESTMENT RELATED; 3235 ELLA LEE LANE HOUSTON, TX 77019; PROVIDE ESTATE AND FINANCIAL PLANNING SERVICES INCLUDING PREPARATION OF WRITTEN PLANS; SELF; STARTED 08/1996 (FKA STEPHANIE M SCHERR; 10 HRS/MO. 2. STEPHANIE M. SCHERR TRUSTEE OF FAMILY RELATED TRUSTS STARTED 06/2013 4HRS/MO. STEPHANIE M SCHERR POSITION: SELF NATURE: INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 08/01/1986 ADDRESS: 3235 ELLA LEE LANE HOUSTON TX 77019; DESCRIPTION: LIFE AND LONG TERM CARE INSURANCE SALES STEPHANIE M SCHERR POSITION: SELF NATURE: INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 08/01/1986 ADDRESS: 4306 YOAKUM, STE 385, HOUSTON TX 77006 DESCRIPTION: LIFE INSURANCE SALES STEPHANIE M SCHERR POSITION: SELF NATURE: FINANCIAL PLANNING INVESTMENT RELATED: YES NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 1 START DATE: 08/01/1996 ADDRESS: 4306 YOAKUM, STE 385, HOUSTON TX 77006 DESCRIPTION: DEVELOP FINANCIAL PLANS FOR CLIENTS INCLUDING ESTATE, RETIREMENT AND INVESTMENT PLANS STEPHANIE M SCHERR POSITION: self NATURE: financial planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/01/1996 ADDRESS: 4306 yoakum, Ste 385, Houston TX 77006 DESCRIPTION: Develop financial plans for clients including estate, retirement and investment plans STEPHANIE M SCHERR POSITION: self NATURE: insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/1986 ADDRESS: 4306 Yoakum, Stt 385, Houston TX 77006 DESCRIPTION: life and long term care insurance sales BIBI'S DEVISE LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/19/2013 ADDRESS: 3235 ella lee lane, houston TX 77019, United States DESCRIPTION: Real estate rental property. No specific dutues THREE OUT OF FIVE LLC POSITION: Member as Trustee NATURE: investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2013 ADDRESS: 3235 ella lee lane, houston TX 77019, United States DESCRIPTION: Investments, no specific duties
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-09-26 |
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