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Account
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1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-04 |
Branch Locations
1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States
2000 West Loop South 22Nd Floor, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salient Partners, L.P. | Houston | TX | 09/2014 | 04/2018 |
| Salient Capital, L.P. | Houston | TX | 09/2014 | 04/2018 |
| Salient Capital Advisors, Llc | Houston | TX | 09/2014 | 04/2018 |
| Mid Atlantic Capital Corporation | Katy | TX | 05/2018 | 03/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2020 | 12/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2020 | 12/2025 |
| Sage Settlement Consulting | Houston | TX | 06/2020 | 12/2023 |
| Shelter Wealth Strategies, Llc | Houston | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-25 |
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