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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-17 |
Branch Locations
4400 Post Oak Parkway Suite 1700, Houston, TX 77027 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Dallas | TX | 01/2011 | 05/2018 |
| Camp Ozark | Mt. Ida | AR | 05/2018 | 07/2018 |
| Unemployed | College Station | TX | 07/2018 | 05/2019 |
| Cushing Asset Management | Dallas | TX | 05/2019 | 06/2019 |
| Unemployed/Full-Time Student | College Station | TX | 06/2019 | 06/2020 |
| Evercore Group L.L.C. | Houston | TX | 06/2020 | 08/2020 |
| Unemployed/Full-Time College Student | College Station | TX | 08/2020 | 06/2021 |
| Evercore Group L.L.C. | Houston | TX | 06/2021 | 08/2021 |
| Ubs Financial Services Inc | Houston | TX | 11/2021 | Present |
| Unemployed | Houston | TX | 08/2021 | 11/2021 |
Women's Finance Exchange (Houston),Houston,United States,"Networking organization / club. https://wfehouston.org/ The mission of the Women's Finance Exchange of Houston (WFE Houston) is to develop professional women working in financial areas by providing networking and learning opportunities in a relationship-driven environment. WFE Houston is a group of dynamic women who are established in our professions. Most of our members are service providers in the financial disciplines such as banking, accounting, money management, investment banking, private equity, venture capital, corporate securities, law, commercial finance and investor relations counseling. The Women's Finance Exchange was founded in 1990 in Atlanta as a forum where women who are active in the financial arena could come together periodically to talk about business issues and to network. The Houston Chapter was formed in 1994 and the Dallas Chapter was formed in 1997. WFE Houston is a group of dynamic women who are established in our professions. Most of our members are service providers in the financial disciplines such as banking, accounting, money management, investment banking, private equity, venture capital, corporate securities, law, commercial finance and investor relations counseling. The Women's Finance Exchange was founded in 1990 in Atlanta as a forum where women who are active in the financial arena could come together periodically to talk about business issues and to network. The Houston Chapter was formed in 1994 and the Dallas Chapter was formed in 1997. ,Member of Board of directors,I served as Secretary in 2025. I am slated to serve as Communications for 2026. Secretary took meeting minutes for all board meetings that are held virtually once a month. Provides the summarized notes to the President and Board. Will assist other Board members with their functions. Communications manages WFE website, sends out reminders about luncheons / events, etc.Start date -1/1/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-25 |
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