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1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-29 |
Branch Locations
1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| The L. Warner Companies, Inc. | Timonium | MD | 10/2016 | 02/2018 |
| Lockton Companies | Washington | DC | 03/2016 | 10/2016 |
| Employee One | Baltimore | MD | 03/2018 | 05/2018 |
| Compton Financial Group, Llc | Towson | MD | 06/2018 | 08/2020 |
| Cnl Securities Corp | Orlando | FL | 09/2020 | 05/2025 |
| Cnl Educational Institute, Llc | Orlando | FL | 09/2020 | 05/2025 |
| Caz Investments Lp | Houston | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-26 |
| S65 | Uniform Investment Adviser Law Examination | 2017-01-31 |
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