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Account
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920 Memorial City Way Suite 150, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-26 |
Branch Locations
920 Memorial City Way Suite 150, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Houston | TX | 06/2022 | 01/2023 |
| Texas A&M University | College Station | TX | 08/2018 | 06/2022 |
| Katy High School | Katy | TX | 08/2014 | 08/2018 |
| Park Avenue Securities | Houston | TX | 06/2022 | 01/2023 |
| Rethink Wealth | Houston | TX | 06/2022 | 01/2023 |
| Newedge Securities Inc | Pittsburgh | PA | 01/2023 | Present |
| Newedge Advisors | New Orleans | LA | 01/2023 | Present |
| Oak Harvest Investment Services | Houston | TX | 09/2023 | Present |
| Oak Harvest Investment Services | Houston | TX | 09/2023 | Present |
| Newedge Securities Inc | Katy | TX | 01/2023 | 08/2023 |
| Newedge Advisors | Katy | TX | 01/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-16 |
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