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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
Branch Locations
5555 San Felipe Street Suite 200, Houston, TX 77056 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Houston | TX | 09/2012 | 07/2024 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2024 |
| Salient Capital L.P. | Houston | TX | 08/2024 | 03/2026 |
| Westwood Wealth Management | Houston | TX | 08/2024 | 03/2026 |
| Mercer Global Advisors Inc. | Houston | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-28 |
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