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21 Waterway Suite 500, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-11 |
Branch Locations
21 Waterway Suite 500, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc | Midland | TX | 12/2012 | 06/2018 |
| Ubs Financial Services | The Woodlands | TX | 06/2018 | 09/2024 |
| Park Avenue Securities | The Woodlands | TX | 09/2024 | 01/2025 |
| Park Avenue Advisors | The Woodlands | TX | 09/2024 | 01/2025 |
| Park Avenue Securities | Magnolia | TX | 09/2024 | 01/2025 |
| Guardian Life Insurance Company/West Pac Wealth Partners | Magnolia | TX | 09/2024 | 01/2025 |
| Waterway Wealth Management Llc | The Woodlands | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-02 |
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