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952 Echo Lane Suite 365, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-02-12 |
| TX | RA | APPROVED | 2025-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barclays Capital Inc. | Houston | TX | 01/2013 | 09/2020 |
| Stifel, Nicolaus & Company, Incorporated | Houston | TX | 12/2015 | 09/2020 |
| Childress Capital Advisors, Llc | Houston | TX | 09/2020 | Present |
1. CROSSTIMBERS OPPORTUNITY FUND; INVESTMENT RELATED; 55 WAUGH DRIVE, SUITE 800 HOUSTON TX 77007; PRIVATE EQUITY FUND; LIMITED PARTNER ADVISORY BOARD MEMBER; REQUESTED BY THE GENERAL PARTNER TO REPRESENT LIMITED PARTNER INVESTORS AS NEEDED BY THE GP; START DATE 08/01/2017; 3 HOURS PER QUARTER; ZERO HOURS DURING SECURITIES TRADING HOURS; DUTIES INCLUDE CONSULTING SUPPORT ON FUND. 2. CAMP OZARK FOUNDATION; NOT INVESTMENT RELATED; HOUSTON, TX; TO FACILITATE THE EMOTIONAL AND SPIRITUAL GROWTH OF CHILDREN AND YOUTH, REGARDLESS OF WEALTH STATUS, THROUGH THE PROVISION OF A CHRIST CENTERED, VALUES-BASED SUMMER CAMP EXPERIENCE AND YEAR ROUND MINISTRY AND MENTORING; BOARD MEMBER; START DATE 11/4/2020; .25 HOURS PER MONTH; .25 HOURS PER MONTH DURING SECURITIES HOURS; DUTIES INCLUDE TWO MEETINGS A YEAR TO HELP GUIDE THE DIRECTION OF THE FOUNDATION ACTIVITIES. 3. MOVE IT OPPORTUNITIES FUND II GP, LLC; INVESTMENT RELATED; DALLAS, TX; PRIVATE SELF STORAGE REAL ESTATE PARTNERSHIP; BUSINESS CONSULTANT; START DATE 6/3/2022; EIGHT HOURS A MONTH; EIGHT HOURS DURING SECURITIES HOURS; DUTIES INCLUDE CONSULTING SUPPORT ON FUND. 4. FORT WASHINGTON CAPITAL PARTNERS GROUP; INVESTMENT RELATED; CINCINNATI, OH; PRIVATE EQUITY AND VENTURE CAPITAL FIRM; MEMBER OF LIMITED PARTNER ADVISORY COMMITTEE; START DATE 2/14/23; ONE HOUR PER QUARTER; ZERO HOURS DURING SECURITIES HOURS; DUTIES INCLUDE CONSULTING SUPPORT ON FUND IV.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-04 |
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