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3 Greenway Plaza Suite 1776, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-09-07 |
Branch Locations
3 Greenway Plaza Suite 1776, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wendy Ellen Birkinshaw, Cpa, Pfs, Cfp | Houston | TX | 06/1995 | Present |
| Callaway & Associates | Houston | TX | 05/2000 | Present |
| Portfolio Advisory Council, L.L.C. | Houston | TX | 05/2004 | Present |
1.WENDY ELLEN BIRKINSHAW CPA, NON-INVESTMENT RELATED, TAX PREPARATION & ACCOUNTING, SOLE PRACTITIONER/OWNER, START 6/95, 109 HRS. MONTHLY & DURING TRADING HRS. 5535-F MEMORIAL DR., PMB 516, HOUSTON, TX 77007. 2. CALLAWAY & BRENNIG, NOT, INV REL, LAW FIRM, 333 CLAY STE 4510, HOUSTON, TX 77002, PART-TIME CONTROLLER, START 5/15/00, 64HRS/MTH AND DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-18 |
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