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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-01 |
Branch Locations
Sugar Land, TX • United States
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Houston | TX | 02/2011 | 10/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2017 |
| Avidian Wealth Solutions F/K/A Sta Wealth Management, Llc | Houston | TX | 10/2017 | 10/2022 |
| Waterloo Capital | Austin | TX | 11/2022 | Present |
1-SABONGHY INTERESTS LLC; HOUSTON, TX; OIL AND GAS; PRESIDENT; BEGAN 8/2007; 1 HOUR PER WEEK OUTSIDE NORMAL OFFICE HOURS; NO TIME DURING TRADING HOURS**
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-01 |
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