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5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs Personal Financial Management | Houston | TX | 03/2016 | 08/2023 |
| Quotient Wealth Partners, Llc | Houston | TX | 09/2023 | Present |
| Richmond Product Partners Llc | Houston | TX | 01/2022 | Present |
1) Richmond Product Partners LLC - Investment Related - Address: Houston, Texas - Nature: Passive Limited Partner in commercial real estate investments - Position: Owner - Start Date: 01/01/2022 - Hours/Month: 1 - Hours/Month during Securities Trading Hours: 0 - Duties: I am a passive Limited Partner, and therefore have no duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-21 |
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