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5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-20 |
Branch Locations
2806 W Bitters Rd Suite 111, San Antonio, TX 78248 • United States
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 |
|---|---|---|---|---|
| Texas Tech University Health Sciences Center | Lubbock | TX | 07/2019 | 12/2019 |
| Texas Tech University Office Of General Counsel | Lubbock | TX | 01/2019 | 05/2019 |
| Lexisnexis | Lubbock | TX | 08/2017 | 05/2019 |
| Texas Tech University School Of Law | Lubbock | TX | 07/2016 | 12/2019 |
| Astoria Strategic Wealth | Conroe | TX | 03/2020 | 01/2023 |
| Quotient Wealth Partners | San Antonio | TX | 05/2024 | Present |
| Astoria Strategic Wealth | Conroe | TX | 01/2023 | 05/2024 |
| Astoria Strategic Wealth | Conroe | TX | 01/2023 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-19 |
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