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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-12-23 |
Branch Locations
1780 Hughes Landing Blvd. Suite 200, The Woodlands, TX 77380-1687 • United States
4400 Post Oak Parkway 17Th Floor, Houston, TX 77027 • United States
Tomball, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Houston | TX | 07/2003 | 12/2016 |
| Morgan Stanley Smith Barney | Houston | TX | 06/2009 | 12/2016 |
| Ubs Financial Services | Houston | TX | 12/2016 | Present |
The Goldstock Fund / 17830 Gebhardt Rd. Brookfield,WI 53045 / Other/ Other Non-Profit Rescue Organization / To provide grants to local Golden Retriever Rescue Organizations / Member of Board of Directors / / I participate in the grant approval process. I also help with fund raising events. / Start Date 04/01/2002 / W.A.H. Trust / 2339 H Rd Eureka,KS 67045 / Trust/ Agriculture & Livestock / This is a family trust set up by my father. It holds the assets of our family farm. My brother and I are co-trustees and beneficiaries / Trustee / / While I am co-trustee I do not actively manage the trust. My brother manages the trust. I may be asked to sign documents from time to time. / Start Date 05/18/2009 / The Center for Skin Research / 1900 Saint James PL. Ste 650 Houston,TX 77056 / No/ 04/23/2018 Privately Held / USD / No / No / / Start Date 07/24/2017 / end Date 04/23/2018
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-14 |
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