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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
Branch Locations
800 Gessner Road Suite 975, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Houston | TX | 08/2015 | 11/2019 |
| Capital Advisors, Inc. | Tulsa | OK | 11/2019 | 06/2026 |
| Corient | Houston | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-26 |
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