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24 Greenway Plaza Suite 1895, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-20 |
Branch Locations
24 Greenway Plaza Suite 1895, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kanaly Trust | Houston | TX | 04/2014 | 04/2017 |
| Mercer Global Advisors Inc. | Houston | TX | 05/2017 | 01/2019 |
| Robert W. Baird & Co. Incorporated | Houston | TX | 05/2019 | 03/2021 |
| Unemployed | Houston | TX | 02/2019 | 04/2019 |
| Mariner Wealth Advisors | Houston | TX | 03/2021 | 05/2021 |
| Americana Partners, Llc | Houston | TX | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-01 |
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