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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-31 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
1400 Post Oak Blvd Ste 150, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2021 | 12/2021 |
| Gnc | New Braunfels | TX | 06/2020 | 04/2021 |
| Gainz Bakery Cafe & Prepared Meals | New Braunfels | TX | 01/2019 | 02/2020 |
| Stout's Pizza | New Braunfels | TX | 05/2017 | 08/2017 |
| Texas State University - San Marcos | San Marcos | TX | 08/2017 | 12/2019 |
| National Association Of Sports Medicine | New Braunfels | TX | 02/2020 | 05/2020 |
| Texas Tech University | Lubbock | TX | 08/2014 | 05/2017 |
| Gnc | New Braunfels | TX | 01/2022 | 02/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2022 | 08/2022 |
| Cetera Investment Advisers Llc | New Braunfels | TX | 08/2022 | 05/2023 |
| Green Financial Group | Houston | TX | 06/2023 | Present |
| Raymond James Financial Services, Inc. | Houston | TX | 06/2023 | 07/2026 |
| Raymond James Financial Services Advisors, Inc. | Houston | TX | 06/2023 | 07/2026 |
| Winstone Wealth Partners | Houston | TX | 05/2025 | Present |
| 4Life Wealth Advisors, Inc. | New Braunfels | TX | 01/2022 | 05/2023 |
| Concurrent Investment Advisors, Llc | Houston | TX | 07/2026 | Present |
(1)Name of Business: Green Financial Group Address: 1400 Post Oak Blvd Ste 150, Houston, TX, 77056-6009, United States Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/12/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Associate Financial Advisor. (2) Winstone Wealth Partners, 1400 Post Oak Blvd Ste 150, Houston, TX, 77056-6009, United States Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/22/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-08 |
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