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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-12 |
Branch Locations
2929 Allen Parkway Suite 3000, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gs Trust Company N.A. (The) | New York | NY | 02/2018 | 07/2019 |
| Columbia University | New York | NY | 09/2013 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2019 | 06/2021 |
| Bank Of America, N.A. | Charlotte | NC | 12/2019 | 06/2021 |
| Goldman Sachs | New York | NY | 06/2017 | 08/2017 |
| Mosaic Advisors | Houston | TX | 06/2021 | 05/2023 |
| Cnr Securities, Llc | Houston | TX | 06/2023 | 04/2025 |
| Corient | Houston | TX | 04/2025 | Present |
| Corient Services Llc | Miami | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-11 |
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