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5718 Westheimer Road Suite 950, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-03 |
Branch Locations
5718 Westheimer Road Suite 950, Houston, TX 77057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dance Passion Studios | Houston | TX | 01/2009 | 12/2016 |
| Parallax Investments Llc | Houston | TX | 09/2009 | 07/2018 |
| Calton & Associates, Inc. | Houston | TX | 01/2015 | 01/2023 |
| Tri-Star Advisors, Inc. | Houston | TX | 07/2018 | 01/2023 |
| Tsa Wealth Management Llc | Houston | TX | 10/2022 | Present |
1) Name of Business: Crystal Yoga Studios. Address: 2883 Dulles Ave. Missouri City, TX 77459 Nature of Business: Yoga Studio, Position/Title/Relationship: Employee. Hours per month: 6. Hours per month during Securities trading hours: 0. Duties/Responsibilities: I would be responsible for teaching 2-3 Aerial Hammock classes a month and assisting with the same of Crystals at a Festival once a quarter. Start Date:11/08/2022. 2) Sugar Land Middle School PTO; not investment-related; TX; Treasurer; Start Date: 2026; approximately 10 hrs/mo outside trading hours; managing the organization's budget, tracking income and expenses, and processing reimbursements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-19 |
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