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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-12 |
Branch Locations
1800 West Loop South Suite 1980, Houston, TX 77027 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spring Branch Isd | Houston | TX | 08/2016 | 01/2020 |
| Allworth Financial | Houston | TX | 04/2020 | Present |
| Houston Asset Management | Houston | TX | 01/2020 | 04/2020 |
| Blue Sky Financial Planning | Houston | TX | 03/2019 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-31 |
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