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2002 Timberloch Pl., Ste. 200, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-06-23 |
Branch Locations
2002 Timberloch Pl., Ste. 200, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Services | The Woodlands | TX | 01/1998 | Present |
As a CPA I also provide tax preparation services to individuals and businesses. This is not investment related. The address is 2002 Timberloch Place, Ste. 200, The Woodlands, TX 77380. Start date is 01/01/1998. Approx. 30 hours per month are devoted to this business. Duties include tax preparation services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-11-11 |
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