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2929 Allen Parkway Suite 200, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-15 |
| LA | RA | APPROVED | 2018-03-13 |
| TX | RA | APPROVED | 2017-04-07 |
Branch Locations
2929 Allen Parkway Suite 200, Houston, TX 77019 • United States
40 S Main Street Suite 2550, Memphis, TN 38103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-07-18 |
| TX | RA | APPROVED | 2019-06-21 |
Branch Locations
40 S Main Street Suite 2550, Memphis, TN 38103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 10/2013 | 04/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2017 |
| Twptx, Llc | Houston | TX | 04/2017 | Present |
| Kickpoint Financial, Llc | Houston | TX | 04/2019 | Present |
1. Kickpoint Financial; investment related, 3730 Kirby Dr., Suite 1200, Houston, TX 77098; Investment Advisory Services; Principal, Portfolio Manager & Owner; 04/2017; 140 HOURS DURING THE MONTH; provision of investment advisory services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-25 |
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