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11750 Katy Freeway Suite 840, Houston, TX 77079 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
11750 Katy Freeway Suite 840, Houston, TX 77079 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Milwaukee | WI | 06/2020 | 09/2021 |
| U.S. Census Bureau | Houston | TX | 02/2020 | 06/2020 |
| U.S. Census Bureau | Houston | TX | 08/2019 | 09/2019 |
| University Of Houston | Houston | TX | 08/2018 | 05/2020 |
| Morgan Stanley | Houston | TX | 07/2017 | 07/2018 |
| University Of Houston | Houston | TX | 12/2014 | 05/2018 |
| Tapfin/Ey | Tampa | FL | 09/2021 | 07/2022 |
| Linscomb Wealth | Houston | TX | 07/2022 | 07/2024 |
| Prime Capital Financial | Houston | TX | 07/2024 | 04/2025 |
| Ria Advisors | Houston | TX | 06/2025 | Present |
| Clarity Financial, Llc | Houston | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-19 |
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