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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
2229 San Felipe Street Suite 1350, Houston, TX 77019 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Houston | TX | 07/2003 | 09/2023 |
| Intrua Financial | Houston | TX | 10/2015 | 09/2023 |
| Intrua Advisory Group Llc (Dba: Cogent Advisory Group Llc) | Houston | TX | 11/2018 | 09/2023 |
| Inscription Capital, Llc | Houston | TX | 09/2023 | Present |
| Pks Investments | Albany | NY | 11/2023 | Present |
| Elevation Point Wealth Partners, Llc | Houston | TX | 06/2026 | Present |
1. Inscription Capital. Investment Related. At Registered Location. RIA. IAR/Managing Director. 9/25/2023. 120 hrs/month with 100 during trading hours. Monitor client accounts, review holdings, perform client reviews. 2. Fixed Insurance. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/traditional insurance. 9/25/2023. 2 hrs/month with 2 during trading hours. Provide insurance advice based on the needs of clients. 3. PKSF. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/traditional insurance. 9/25/2023. 2 hrs/month with 2 during trading hours. Provide insurance advice based on the needs of clients. 4. Trotter YMCA. Not Investment Related. 1331 Augusta Drive Houston, Texas 77057. Charitable or Non-Profit Organization. Board Member. 2/2014. 4 hrs/month with 1 during trading hours. Assist in board activities and help with overall board strategy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-19 |
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