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920 Memorial City Way Suite 150, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
920 Memorial City Way Suite 150, Houston, TX 77024 • United States
429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-15 |
Branch Locations
429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 02/2008 | 05/2022 |
| Girard Securities | San Diego | CA | 08/2009 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 08/2020 |
| Angeles Wealth Management | Houston | TX | 10/2022 | 06/2026 |
| Unemployed | Houston | TX | 05/2022 | 09/2022 |
| Oak Harvest Financial Group | Houston | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-02 |
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