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10000 Memorial Drive Suite 440, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-14 |
Branch Locations
10000 Memorial Drive Suite 440, Houston, TX 77024 • United States
1227 W. Magnolia Ave Suite 510, Fort Worth, TX 76104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Mountain Money Management, Inc. | Rogers | AR | 05/2015 | 11/2017 |
| Hill Investment Group | St Louis | MO | 12/2017 | 05/2019 |
| Bryant University | Fayetteville | AR | 11/2017 | 12/2017 |
| Black River Capital, Llc | Memphis | TN | 07/2019 | 12/2022 |
| Brownlee Wealth Management | The Woodlands | TX | 09/2020 | Present |
| New Planner Collective, Llc | Madison | WI | 03/2023 | Present |
New Planner Collective, LLC; Not investment related; 203 Wyalusing Drive, Madison, Wisconsin 53718; Managing Member; 03/2023-present; 5hr/week; none during securities trading hours; Creating coursework, producing content
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-06 |
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