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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-22 |
Branch Locations
2150 Town Square Place Suite 310, Sugar Land, TX 77479-1278 • United States
El Campo, TX • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Houston | TX | 03/2008 | 04/2019 |
| Rbc Capital Markets, Llc. | Sugar Land | TX | 04/2019 | Present |
| City National Bank | Sugarland | TX | 07/2020 | Present |
1)Rental Real Estate - Olivia, TX Position/Title: Proprietor/Owner Investment Related:Yes Start Date: 09/01/2017 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: Property Owner 2)Rental Real Estate - Houston, TX Position/Title: Proprietor/Owner Investment Related:Yes Start Date: 06/22/2018 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 0 Description of duties: Rental / Lease Property 3)Name of business:Rental Property Business Description: Rent House whether the business is investment-related : NO Address:318 CR 307 N Pt Lavaca, TX 77979 Capacity: Owner - Active Start Date: 07/25/18 Duties: Maintenance Hours devoted per month: .25 Hours devoted during securities hours per month: 0 4)NAME OF ENTITY: CR 307 S. LLC ADDRESS: 41 CR 307 S. Port Lavaca, TX 77979 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental house CAPACITY: Owner - Passive START DATE: 06.30.23 DUTIES: We are buying and fixing up an older property near our bay house that we will probably rent. HOURS DEVOTED PER MONTH: .25 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (5) NAME OF ENTITY: Port Alto HOA ADDRESS: 41 CR 307 S. Port Lavaca TX 77979 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: HOA for small rural water system for Port Alto, TX CAPACITY: Officer START DATE12/15/2022 DUTIES: Fill in forms required by the Texas Commission on Environmental Quality to maintain rural water system. HOURS DEVOTED PER MONTH: 30 minutes HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-24 |
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