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2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2024-04-29 |
| NM | RA | APPROVED | 2012-11-29 |
| TX | RA | APPROVED | 2009-04-27 |
Branch Locations
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • UNITED STATES
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
200 Fairway Dr, Kerrville, TX 78028 • 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 |
|---|---|---|---|---|
| Sunbelt Securities, Inc. | Houston | TX | 03/2009 | Present |
1) KATY2.5 LLC (OBA): NOT INVESTMENT RELATED. 2700 Post Oak Blvd, Ste 1700, Houston, TX 77056. INVESTMENT IN LAND. NO POSITION. NO RELATIONSHIP. START: 09/2014. ZERO HOURS A WEEK, NONE DURING TRADING HOURS. 2) Crawshep LLC (OBA): Not investment related. 200 Fairway Dr, Kerrville, TX 78028. Real Estate. Joint owner with wife. no relationship. Start: 12/01/2016. purchase of property. zero hours per week, none during trading hours. 3) Maceygriffin LLC (OBA): Not investment related. 3511 Silverside Rd, Suite 105, Wilmington, DE 19810. Aircraft ownership. person aircraft. No relationship. Start: 4/29/2013. no compensation. zero hours per week, none during trading hours. 4) St Peters Church (OBA): Not investment related. 320 St Peters St, Kerrville, TX 78028. Vestry and finance commission. Vestry and budget oversight. No relationship. Start: 1/1/2026. 1 1/2 hours per month, during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-11 |
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