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1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berenberg Capital Markets | New York | NY | 09/2015 | 04/2024 |
| Caz Investments Lp | Houston | TX | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-13 |
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