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Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-21 |
| WI | RA | APPROVED | 2025-11-20 |
| CA | RA | APPROVED | 2024-04-12 |
| TX | RA | APPROVED | 2024-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Houston | TX | 05/2021 | 08/2021 |
| Next Step Energy Solutions | Houston | TX | 05/2021 | 08/2021 |
| Siemens Healthineers Usa | Malvern | PA | 01/2023 | 12/2023 |
| Taursas Investments | Houston | TX | 01/2024 | Present |
| Eden Prairie High | Eden Prairie | MN | 01/2014 | 05/2018 |
| Rice University | Houston | TX | 05/2018 | 05/2022 |
| Villanova University | Villanova | PA | 05/2022 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-10 |
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