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303 East Wacker Drive Suite 2103, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-16 |
Branch Locations
303 East Wacker Drive Suite 2103, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Austin | TX | 04/2023 | 01/2026 |
| Orleans Capital/Energy Opportunities Capital Management | Austin | TX | 12/2010 | 03/2023 |
| Cohen Capital Advisors, Llc Dba Cohen Capital | Chicago | IL | 01/2026 | Present |
(1) Name of Business: R. Lacy Services Incorporated Address: 222 E. Tyler , Longview, TX, 75601, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/31/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I personally have a minority ownership in some of the entities that collectively own R. Lacy Services, Inc.\nI stand to inherit 25% of my father's 33% ownership upon his passing. I currently own a small percentage of various entities that when combined with the rest of my family's holdings own a portion of R. Lacy Services, Inc. These entities are JMCrain Investments Ltd. and JMCrain Oil and Gas Ltd. \nParticipant in annual meeting for Operating Company and receive regular updates on operations. (2) Name of Business: Sabine Investment Parterns, LLC. Address: 2408 Keating Ln., Austin, TX, 78703, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/31/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own 12.5% of Sabine Investment Parterns, LLC. A recently formed private investment company formed by the Crain Family Office, which created Sabine to help the 4th generation of the Crain Family office gain investment experience and to learn to work together. \nNot a voting member, but involved in discussions with my sister who is a voting member. Listen to updates tied to Sabine and invited to attend regular meetings though as a non voting member, my attendance is not required.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-06 |
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