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4400 Post Oak Parkway Suite 2510, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-08 |
Branch Locations
4400 Post Oak Parkway Suite 2510, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waterway Wealth Management, L.L.C. | The Woodlands | TX | 12/2012 | 10/2023 |
| Heritage Wealth Management | Houston | TX | 12/2023 | Present |
Groaning Bear, LLC; not investment-related; home-based; rental real estate; sole owner since 2020; 5 hrs/month; none during trading hours; operate a rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-26 |
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