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4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-09 |
Branch Locations
4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Synergies Wealth Advisors, Inc. | Houston | TX | 03/2020 | Present |
| Haymaker Minerals & Royalties | Houston | TX | 03/2018 | 08/2018 |
| Ruhrpumpen | Houston | TX | 03/2015 | 03/2017 |
| University Of Houston - Cougar Investment Fund | Houston | TX | 08/2018 | 12/2019 |
| University Of Houston - Bauer School Of Business | Houston | TX | 01/2017 | 12/2019 |
| Student | Houston | TX | 09/2014 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-17 |
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