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24 Greenway Plaza Suite 1203, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-16 |
Branch Locations
24 Greenway Plaza Suite 1203, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Engelhart Commodities Trading Partners | Houston | TX | 04/2015 | 11/2016 |
| Noble Energy Americas | Houston | TX | 01/2017 | 09/2017 |
| Edf Energy Trading | Houston | TX | 12/2017 | 04/2018 |
| Unemployed | Houston | TX | 04/2018 | 12/2018 |
| Guided Capital Wealth Management | Houston | TX | 12/2018 | Present |
| Lifestyle Planning Solutions, Llc | Alpharetta | GA | 12/2018 | 07/2019 |
| Merit Financial Group, Llc | Alpharetta | GA | 07/2019 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-20 |
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