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8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-15 |
Branch Locations
8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States
15660 North Dallas Parkway Suite 820, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 11/2007 | 08/2024 |
| Corda Investment Management, Llc | Dallas | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-21 |
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