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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-09 |
Branch Locations
1400 Post Oak Blvd Suite 650, 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 |
|---|---|---|---|---|
| Truist Investment Services, Inc | Houston | TX | 05/2026 | Present |
| Truist Advisory Services, Inc | Houston | TX | 05/2026 | Present |
| Lincoln Financial Advisors Corporation | Houston | TX | 07/2016 | 01/2017 |
| Allstate Insurance Co | Pearland | TX | 01/2017 | 05/2017 |
| Allstate Financial Advisors, Llc | Houston | TX | 02/2017 | 05/2017 |
| All State Financial Services, Llc | Houston | TX | 01/2017 | 05/2017 |
| Comerica Securities, Inc. | Houston | TX | 05/2018 | 08/2023 |
| Unemployed | Houston | TX | 05/2017 | 04/2018 |
| Ameriprise Financial Services, Llc | Houston | TX | 08/2023 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-10 |
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