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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-02 |
Branch Locations
7373 Broadway, Suite 107, San Antonio, TX 78209 • United States
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macro Risk Advisors | New York | NY | 01/2016 | 06/2018 |
| Sharespost Financial | San Francisco | CA | 06/2018 | 02/2020 |
| Martin Capital Advisors, Llp | San Antonio | TX | 02/2022 | 11/2022 |
| Pediatric Oncology Infusion Center, Dr. Mahendra C. Patel | San Antonio | TX | 03/2020 | 09/2022 |
| Texas Capital Bank Private Wealth Advisors | San Antonio | TX | 11/2022 | 03/2026 |
| Texas Capital Bank | San Antonio | TX | 11/2022 | 03/2026 |
| Prime Capital Financial | Overland Park | KS | 03/2026 | Present |
1) Teach For America; NOT investment related; San Antonio, TX; Started 01/01/2023; 2 hours per month; Board Member, Volunteer/No Compensation 2) Restore Education; NOT investment related; San Antonio, TX; Started 01/01/2023; 3 hours per month; Board Member, Volunteer/ No Compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-10 |
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