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1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-11 |
Branch Locations
1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greystone Advisory Group Llc | Houston | TX | 01/2017 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2015 | 01/2017 |
| Sage Settlement Consulting | Austin | TX | 07/2014 | Present |
| The James Street Group, Llc | Houston | TX | 01/2014 | Present |
| H. Street Settlement Advisors, Llc (Dba Street Settlements, Llc) | Houston | TX | 07/2014 | Present |
1 - Sage Settlement Consulting / Non-Investment Related / 1211 Taylor Draper Lane, Suite 210-A Austin, Texas 78759 / Settlement Consulting / Settlement Planner & Insurance Agent / Jul-2014 / 53 hrs per month / 2.2 hrs during trading hrs / I am an affiliate of Sage Settlement Consulting via my company (dba) Street Settlements, LLC (formerly known as "H. Street Settlement Advisors, LLC") 2 - H. Street Settlement Advisors, LLC (dba Street Settlements, LLC) / Non-Investment Related / 5300 Memorial Drive, Suite 700 Houston, Texas 77007 / Settlement Consulting / Owner, Settlement Planner & Insurance Agent / Jul-2014 / 53 hrs per month / 2.2 hrs during trading hrs / This is my sole member LLC; I am contracted with Sage Settlement Consulting 3 - The James Street Group, LLC / Non-Investment Related / 5300 Memorial Drive, Suite 700 Houston, Texas 77007 / Trust Administration / Director of Business Development / Jan-2014 / 53 hrs per month / 2.2 hrs during trading hrs / I perform marketing tasks. Help design website, fliers, etc. Attend marketing events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-18 |
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