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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-18 |
Branch Locations
9709 Lakeside Blvd, Ste. 450, The Woodlands, TX 77381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Engrave Wealth Partners, Llc | The Woodlands | TX | 01/2020 | 05/2020 |
| Sam Houston State University | Huntsville | TX | 09/2018 | 05/2020 |
| Full Time Student | Conroe | TX | 09/2010 | 06/2018 |
| Sam Houston State University | Huntsville | TX | 05/2019 | 01/2020 |
| Integrated House Services | Houston | TX | 08/2018 | 12/2019 |
| Berlin Food Factory | Houston | TX | 08/2018 | 12/2019 |
| My Event Angels | Conroe | TX | 06/2018 | 11/2018 |
| Premium Fabrication | New Waverly | TX | 06/2018 | 11/2018 |
| Engrave Wealth Partners, Llc | The Woodlands | TX | 05/2020 | 03/2021 |
| Engrave Wealth Partners, Llc | The Woodlands | TX | 03/2021 | 01/2024 |
| Capfinacial Partners Llc (Captrust) | Raleigh | NC | 01/2024 | Present |
1. Zero Gravity Moonwalks, LLC; personal residence; not investment related; inflatable rentals; Start date: March 1, 2024; 40 hours per month, 0 during trading; owner/supervisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-27 |
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