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9002 Six Pines Drive, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-08 |
| TX | RA | APPROVED | 2026-07-08 |
Branch Locations
9002 Six Pines Drive, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Synergies Wealth Advisors | Houston | TX | 12/2019 | 05/2025 |
| Westwood Wealth Management | Houston | TX | 03/2019 | 12/2019 |
| Houston Country Club | Houston | TX | 08/2015 | Present |
| Oyster Harbors | Osterville | MA | 04/2014 | 08/2018 |
| Freewill | New York | NY | 05/2025 | 05/2026 |
| Legacy Financial Designs, Llc | The Woodlands | TX | 06/2026 | Present |
Tennis Professional at Houston Country Club, not investment related, 1 Potomac Dr., Houston, TX 77057, start date 8/2015, 20 hours per month, tennis instructor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-21 |
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