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4630 North Loop 1604 W Suite #514, San Antonio, TX 78249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
4411 San Felipe St., Suite 600, Houston, TX 77057 • United States
4630 North Loop 1604 W Suite #514, San Antonio, TX 78249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Compass | Houston | TX | 01/2016 | 09/2018 |
| Ubs Financial Services Inc. | Houston | TX | 09/2018 | 04/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 11/2021 | 04/2026 |
| Hsbc Bank Usa | Houston | TX | 03/2019 | 11/2021 |
| Praestantia Capital, Llc | San Antonio | TX | 04/2026 | Present |
| Praestantia Wealth, Llc | San Antonio | TX | 04/2026 | Present |
I*2026448 Entity Type: For Profit Name of OBA: Square One Goods LLC Address: Houston, TX 77096 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/02/2025 Hours: 8 Hours during trading: 0 Duties: Passive ownership in this startup idea that my wife started. I*3687265 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Houston, Texas, 77401 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 01/01/2026 Number of Hours: 12, Yearly Number of Hours during trading: 0 Duties: Co-owner of rental property Business Name: Praestantia Wealth, LLC Investment-related: No Address: 4630 N. Loop 1604 W #514, San Antonio, Texas, 78249 Nature of the business: Non-Investment Related Consulting Position: Managing Principal Title: Managing Principal Start Date: 04/01/2026 Hours per Month: 80 Hours during Securities Trading Hours per Month: 20 Duties: Ongoing project supervision and administrative support, non-investment related. Name of Business: SVH Capital LLC Address: 5718 Westheimer Rd, Houston, Texas, 77057 Type: Holding Company Position/Title: Sole member Investment Related: No Start Date: 08/15/2025 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 0 Description of duties: oversight, control and asset protection
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-15 |
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