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10603 West Sam Houston Parkway North Suite 450, Houston, TX 77064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-04 |
Branch Locations
10603 West Sam Houston Parkway North Suite 450, Houston, TX 77064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2021 | 01/2024 |
| 49 Wealth Management Llc | Houston | TX | 11/2020 | 08/2025 |
| Southern Methodist University | Dallas | TX | 08/2019 | 05/2021 |
| University Of Texas At San Antonio | San Antonio | TX | 08/2017 | 08/2019 |
| Blue Duck Inc | San Antonio | TX | 09/2018 | 04/2019 |
| The Palmer Course At La Cantera | San Antonio | TX | 04/2018 | 09/2018 |
| Lifetime Fitness At The Rim | San Antonio | TX | 09/2017 | 04/2018 |
| Houston Independent School District | Bellaire | TX | 08/2007 | 08/2017 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 07/2024 | 12/2024 |
| Dock Automotive Group, Inc. | Houston | TX | 08/2025 | 02/2026 |
| Granite Harbor Advisors, Inc. | Houston | TX | 02/2026 | Present |
1. Financial Independence Group; Fixed Insurance Agent; Investment related: Yes; Location: 820 Gessner Suite 316 Houston TX 77024; Responsibilities Duties: Soliced fixed insurance based on fiduciary recommendation; Start date: 2024-07-24; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 25. 2. Granite Harbor Capital, 10603 W Sam Houston Pkwy N, SUITE 450, Houston, TX 77064, January 2026, Granite Harbor Advisors established a related adviser that serves as adviser to a series of private funds. Cameron McIlhenny is compensated for client referrals and other various work for this related adviser. Approximately 20 hours per month and 16 hours per month during market hours are spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-03 |
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