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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-08 |
Branch Locations
750 Town And Country Blvd Suite 325 & 175, Houston, TX 77024-4576 • United States
Katy, TX • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 10/2013 | 06/2023 |
| Wells Fargo Bank | Houston | TX | 06/2023 | 07/2026 |
| Wells Fargo Clearing Services | Houston | TX | 10/2023 | 07/2026 |
| Rbc Capital Markets, Llc | Dallas | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-10 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-16 |
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