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1980 Post Oak Blvd Suite 200, Houston, TX 77056-3845 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-04-24 |
| TX | RA | APPROVED | 2017-07-14 |
Branch Locations
1980 Post Oak Blvd Suite 200, Houston, TX 77056-3845 • United States
Redmond, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 10/2010 | 07/2017 |
| Prota Financial, Llc | Houston | TX | 07/2017 | Present |
01.2022- Capital 148, Software Company; Co-Founder; less than 10 hours per month. Life insurance licensed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-09 |
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