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1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-04 |
Branch Locations
2000 West Loop South 22Nd Floor, Houston, TX 77027 • United States
1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 02/2021 | 12/2025 |
| Sage Settlement Consulting | Houston | TX | 01/2021 | 12/2023 |
| Archer Systems | Houston | TX | 09/2015 | 12/2020 |
| Shelter Wealth Strategies, Llc | Houston | TX | 12/2025 | Present |
1) FREEMAN FINANCIAL SERVICES, LLC, TOWSON, MD 21204, 10/2023, VICE PRESIDENT, MANAGING ENTITIES OWNED BY FAMILY, NIR, 80 HR/MO - 60 TRADING 2) SIGMA FUNDING, TOWSON, MD 21204, 10/2023, OWNER, PROVIDES SERVICE, NIR, 2 HR/MO - 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-07 |
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