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5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED | 2024-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cook Street Consulting, Inc. | Houston | TX | 01/2023 | 01/2024 |
| Occidental Petroleum Corporation | Houston | TX | 10/2018 | 01/2023 |
| Envestnet | Plano | TX | 10/2014 | 10/2018 |
| Morgan Stanley Institutional Investment Advisors Llc | Houston | TX | 06/2024 | Present |
| Cook Street Consulting, Inc. | Houston | TX | 01/2024 | 07/2024 |
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