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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-10 |
Branch Locations
1330 Post Oak Blvd Suite 2190, Houston, TX 77056 • United States
470 Mariners Drive, Kemah, TX 77565 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-14 |
Branch Locations
2929 Allen Parkway, Suite 3000, Houston, TX 77019 • United States
470 Mariners Drive, Kemah, TX 77565 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Durable Dividend Growth Strategies, L.P. | Houston | TX | 02/2022 | Present |
| Galapagos Wealth Management | Houston | TX | 04/2022 | Present |
| Corient | Houston | TX | 11/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2022 | 07/2023 | |
| Galapagos Partners | Houston | TX | 07/2009 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-27 |
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