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500 N. Akard Suite 1200, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-28 |
Branch Locations
700 Milam Street, Suite 300, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grant Thornton Llp | Houston | TX | 08/2013 | 05/2024 |
| Grant Thornton Financial Advisors, Llc | Houston | TX | 06/2021 | Present |
| Grant Thornton Advisors Llc | Houston | TX | 06/2024 | Present |
Grant Thornton LLP; not investment-related; 171 N. Clark St. #200, Chicago, IL 60601; audit, tax and advisory services firm; Manager; 08/05/2013; approximately 20 hours/month devoted to the other business, approximately 10 hours/month devoted to the other business during securities trading hours; provide valuation and financial advisory services for middle market clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-15 |
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