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League City, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Respire Wealth Management, Llc | Houston | TX | 01/2018 | 09/2018 |
| Us Growth Partners, Llc | League City | TX | 12/2003 | Present |
| Tremont Street Advisors, Llc | Galveston | TX | 12/2019 | 01/2022 |
| Us Growth Partners, Llc | League City | TX | 01/2022 | Present |
Business consultant, non-investment related, to Northstar Industries in Houston. Approximately 5 hours per month, contract employee started in Dec 2022. Consultation on product development and growth strategies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-16 |
| S66 | Uniform Combined State Law Examination | 2011-12-16 |
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