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9595 Six Pines Drive Suite 6200, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-09 |
Branch Locations
9595 Six Pines Drive Suite 6200, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Management Advisors, Llc | Houston | TX | 09/2014 | 02/2018 |
| Investec Wealth Strategies | Houston | TX | 02/2018 | 12/2021 |
| Cerity Partners Llc | Houston | TX | 01/2022 | 01/2024 |
| Diamond Client Group Llc | The Woodlands | TX | 08/2024 | Present |
| Unemployed | Houston | TX | 02/2024 | 07/2024 |
Financialpanthering.com; non-investment related; 18655 Martinque Dr. Houston, TX, 77058; general financial planning education; owner; 06/2024; 15 hrs/week; Disseminate educational content, regarding financial planning guidance to a general audience with no charge. Through a newsletter, podcast, and short-form videos, this business will be academic with no services or fees. I have been and am the only person associated with financialpanthering.com
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-13 |
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