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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-16 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
550 Post Oak Boulevard Suite 410, Houston Tx 77027, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oneseven D/B/A Htr Wealth Management | Houston | TX | 11/2024 | Present |
| Raymond James | Houston | TX | 08/2021 | 11/2024 |
| Bbva In The Usa | Houston | TX | 03/2020 | 07/2021 |
| Kings Crossing Church Of Christ | Corpus Christi | TX | 01/2018 | 01/2020 |
| Check `n Go | Corpus Christi | TX | 01/2016 | 01/2018 |
Independent Insurance Agent, investment related, 550 Post Oak Blvd, Suite 410, Houston TX 77027, Insurance Sales, 9/2018, Appox number of < 1 hr, Number of hours devoted during trading < 1, Sales and servicing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-04 |
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