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14141 Southwest Freeway Suite 150, Sugar Land, TX 77478 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-30 |
Branch Locations
5959 West Loop South Suite 560, Bellaire, TX 77401 • United States
14141 Southwest Freeway Suite 150, Sugar Land, TX 77478 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Bellaire | TX | 02/2016 | 05/2019 |
| Independent Financial Partners | Bellaire | TX | 03/2016 | 12/2023 |
| Ifp Securities, Llc | Bellaire | TX | 05/2019 | 12/2023 |
| Verus Capital Ventures, Inc. Dba Verus Financial Group | Houston | TX | 09/2023 | Present |
1. 03/04/2022 - EVS Financial/ Fixed Insurance- Investment Related - 834 Maplewood Falls Court, Houston, TX 77062- Agent -Life Insurance, Annuities, LTC with various carriers and IMOS, 20 hrs/mo, 10 hrs/mo during trading hours. 2. 06/16/2017 - Casa Grande Mobile Estates; investment related: No; 519 W. Taylor Santa Maria California 93458; Owner; Maintenance; 6 hrs/mo, 5 hrs/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-03 |
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