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2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • UNITED STATES
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • 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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc | The Woodlands | TX | 10/2018 | 07/2025 |
| Hilltop Independent Network | Houston | TX | 03/2016 | 10/2018 |
| Sunbelt Securities Inc | Houston | TX | 07/2025 | Present |
1) K-Solv Group LLC (OBA): Not investment related. 952 Echo Ln, Houston, TX 77024. Refined products, fuel & chemical distribution. Client referrals. No relationship. Start: 08/05/2025. 5 hours a week, none during trading hours. 2) Texas Children's Cancer Center (OBA): Not investment related. 6701 Fannin St Ste 1400, Houston, TX 77030. Charity. Board member. No relationship. Start: 10/2016. Less than 1 hour a week, none during trading hours. 3) Fore The Cure (OBA): Not investment related. 10824 Brittmoore Oaks Pl, Houston, TX 77043. Charity. Board of directors, President. No relationship. Start: 12/18/2014. Less than 1 hour a week, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-22 |
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