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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-28 |
Branch Locations
1470 Copperfield Parkway, College Station, TX 77845 • United States
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | College Sta. | TX | 12/1986 | Present |
| Bank Of America,N.A. | College Station | TX | 06/2011 | Present |
(1) Name of business: Houston Livestock & Rodeo Address: 3 NRG Park, Houston. Nature: Board position. Title: Oversight of Charitable Activity- Two meetings/year Investment-related: No Approx number of hours/month: 5 Hours during securities trading hours: 0 Start date: 6/16 (2) 100 Club Address: Houston Board Position Title: Lead & organize activities for their law enforcement support organization Investment-related: No. Hours: 1 Securities trading hours: 1 8/16 (3) G Squared Ventures, Inc. Address: 1752 Twin Pond Cir, College Station, TX Holding co that owns my personal OBA's. Title- Lead & organize activities for their law enforcement support organization. Investment-related: NO Hours: 2 Trading hours: 2. 8/16 (4) Oil and Gas Interest (LLC) 1752 Twin Pond Circle, College Station, TX. Holds mineral interests in oil and gas production. Title, Owner. Investment-related: NO Hours: 1 Hours securities trading hours: 1 Start 4/1991 (5) NLH Farms (LLC): 1752 Twin Pond Cir, College Station, TX. : Own 50% share of airplane Title: Co-owner Investment-related: NO Hours/month 1 Securities trading hours: 1 6/2002. (6) NLH Residential (LLC) 1752 Twin Pond Cir, College Station, TX Holding Co One property 1752 Twin Pond Cir, College Station, TX Owner Investment related: NO Hrs/mo- 1 Hrs, Trading hrs- 1 6/2015 (7) NLH Ranches (LLC) Address: 1752 Twin Pond Cir, College Station, TX Nature of the business: Holding Co. Horses, Longhorn cattle Title : Owner Investment-related: NO 6/2015 (8) NLH Aviation, LLC. College Station, TX Sales/leasing of aircraft Owner/manager. Not invest related. 4 hr/mo. 2016 (9) NLH Ranches, LLC Position: Owner Nature: Holding Company. Horses, cattle Investment Related: No Hours: 1 Trading Hours: 1 Start Date: 6/1/15 Address: 1470 Copperfield Pkwy, College Station TX 77845 Description: Owner (10) Name: Oil and Gas Interest, LLC Position: Owner Nature: Holds mineral interests in oil and gas production Investment Related: No Start Date: 4/1/91 Address: 1470 Copperfield Pkwy, College Station TX 77845 Description: Owner (11)Corner Capital Position: Independent Contractor Nature: Not a broker dealer or is it an RIA or registered firm. Provides services to businesses & individuals in investment banking situations Investment Related: Yes Hours: 5 Securities Hours: 2 Start Date: 1/21 Address: 101 E Figueroa St #204, Santa Barbara CA 93101 Description: Provide financial planning consulting (12) Name: 1983 Lands, LLC Position: Manager/owner Nature: Holding company to limit liability of owning Ranch Real Estate Investment Related: Hours: 1 Trading Hours: Date: 7/21 (13) Name: G Squared Asset Mgmt, Position: owner Nature: Asset Managementt. Investment Related: Yes. Hours: 1: Securities Trading Hours: 1 : 6/7/2021 Address: 1470 Copperfield Pkwy, College Station TX 77845 Description: idea exchange (14) Name: Continuum 22, LLC Position: Secretary Nature: LLC created to facilitate the ability to do a consulting contract. Investment Related: Yes Hours: 2 Securities Trading Hours: 2 Start Date: 08/19/2022 Address: 1470 Copperfield Parkway, College Station TX 77845 (15) Name: MSB SWD, LLC. Position: LP. Nature: Salt water disposal from petrochemical production. Investment Related: No Start Date: 5/28/1997 Address: HW E, Bryan TX 77802 Description: LP. (16) Name: 6 Degrees Wealth Position: Founding Partner Nature: Partnership to acquire new practices &retiring advisor Investment Related: Yes Hours: 50 Securities: 40 Start Date: 9/15/2020. Address: 15377 Memorial Dr, STE 340 Houston TX 77024 Description: Portfolio Management Operations (17) Name: G Squared Media, LLC Position: Owner Nature: CNBC Media appearance by Victoria Greene Investment Related: No Hours: 1 Start Date: 12/15/22 Support (18) WG HOLDINGS LLC POSITION: owner NATURE: Real Estate Holding company owns building that G Squared Private Wealth uses START DATE: 5/1/2024 ADDRESS: 1470 Copperfield Parkway, College Station TX 77845 6 DEGREES WEALTH PERSHING MONEY MARKET ACCOUNT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-03-17 |
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