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3355 W Alabama St Suite 910, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-06 |
Branch Locations
3355 W Alabama St Suite 910, Houston, TX 77098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Captrust Financial Advisors | Raleigh | NC | 01/2016 | 12/2018 |
| Jpmorgan Chase Bank Na | Houston | TX | 02/2019 | 10/2024 |
| Jpmorgan Securities Llc | Houston | TX | 02/2019 | 10/2024 |
| Burke Wealth Management Llc | Houston | TX | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-22 |
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