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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-08-02 |
Branch Locations
League City, TX • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Management & Research,Inc. | Frendswood | TX | 08/2013 | Present |
| Bfc Planning | Frendswood | TX | 08/2013 | Present |
1. WITT WEALTH PLANNING-Y-FRIENDSWOOD,TX-FINANCIAL PLANNING, SECURITIES AND INSURNACE-REGISTERED INVESTMENT ADVISOR-8/2013-30-30-FINANCIAL AND INVESTMENT PLANNING. 2. COUNCIL OF BUSINESS WOMEN-N-FRIENDSWOOD, TX-PROVIDES WOMEN OPPORTUNITIES OF PROFESSIONAL GROWTH-VP-2-0-THE VP ASSISTS WITH THE MEMBERSHIP, AGENDA, FOR MONTHLY MEETINGS. 3. EVERYBODY'S PLACE- N- BACLIFF, TX- COMBAT HOMELESSNESS- BOARD MEMBER- 09/2023- 10- 0- ASSIST WITH THE BUILDING TO PROVIDE HOUSING FOR HOMELESS IN GALVESTON COUNTY. 4. 2T17 HUNTER LANDON WITT FOUNDATION- N- LEAGUE CITY, TX- FOUNDER- 09/2023- 20- 0- ASSIST ORGANIZATIONS THAT HELP THOSE WITH MENTAL ILLNESS, ADDICTION, AND HOMELESSNESS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 1996-10-16 |
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