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123 N 3Rd St., Canadian, TX 79014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-20 |
| TX | RA | APPROVED | 2024-06-20 |
Branch Locations
401 Franklin St. Ste. 2400, Houston, TX 77002 • United States
Houston, TX • United States
123 N 3Rd St., Canadian, TX 79014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Synergies Wealth Advisors | Houston | TX | 05/2019 | 08/2020 |
| The Financial Advisory Group | Houston | TX | 01/2018 | 04/2019 |
| Marsha Sharp Center For Student Athletes | Lubbock | TX | 06/2016 | 04/2017 |
| Texas Tech University | Lubbock | TX | 08/2014 | 12/2017 |
| Ameriprise Financial Services, Llc | Canadian | TX | 01/2022 | 06/2024 |
| Inhispania | Madrid | 09/2020 | 08/2021 | |
| The Financial Advisory Group | Houston | TX | 06/2018 | 08/2018 |
| Perennial Wealth Advisors, Llc | Canadian | TX | 06/2024 | Present |
| Ameriprise Financial Services, Llc | Canadian | TX | 08/2021 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-16 |
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