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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-25 |
Branch Locations
1410 Brazos Drive, Huntsville, TX 77320 • United States
19380 Highway 105 West Suite 537, Montgomery, TX 77356 • United States
3500 West Davis Street, Conroe, TX 77304 • United States
1000 North Loop 336 West, Conroe, TX 77301 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Houston | TX | 01/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | 01/2017 |
| Lpl Financial Llc | Houston | TX | 01/2017 | 07/2018 |
| Ridesmart Motorcycle School | Austin | TX | 03/2018 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tomball | TX | 07/2018 | 06/2025 |
| Bank Of America, N.A. | Tomball | TX | 07/2018 | 06/2025 |
| Pnc Investments Llc | Tomball | TX | 06/2025 | Present |
01/17/2022 / Co-Owner / Apex Moto LLC dba RideSmart Motorcycle School / Non-investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-15 |
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