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1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-18 |
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 |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 08/2015 | 06/2017 |
| Credit Suisse Securities Usa Llc | New York | NY | 07/2019 | 06/2021 |
| The University Of Virginia Darden School Of Business | Charlottesville | VA | 08/2017 | 05/2019 |
| Credit Suisse Securities Usa Llc | New York | NY | 06/2018 | 08/2018 |
| Caz Investments Lp | Houston | TX | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-22 |
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