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8 Greenway Plaza Suite 1350, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-02 |
Branch Locations
8 Greenway Plaza Suite 1350, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 11/2015 | 12/2025 |
| Mcm Tax | Houston | TX | 12/2022 | 12/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 12/2025 |
| Mckinney Capital Management, Llc. | Houston | TX | 12/2025 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 12/2025 | Present |
1. McKinney Capital Management, Start Date: 11/03/2025, 8 Greenway Plaza, Ste. 1350, Houston, TX 77046, LLC, Financial Advisory Services, Founder and Managing Partner, At McKinney Capital Management I work as a Financial Advisory, I help clients prepare for retirement, begin the process of retiring and manage their assets, Investment Related, 120 Hours per month, 6 Hours per day during trading hours. 2. Independent Insurance Agent, Start Date: 11/03/2025, 8 Greenway Plaza, Ste. 1350, Houston, TX 77046, Sole Proprietor, Insurance, Insurance Agent, Meet with clients assessment of needs and recommendations when warranted, Investment Related, 20 Hours per month, 2 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-15 |
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