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1177 West Loop South Suite 1500, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
1177 West Loop South Suite 1500, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Luxottica | Lubbock | TX | 07/2016 | 02/2018 |
| Texas Tech University | Lubbock | TX | 02/2018 | 05/2018 |
| Lpl Financial Llc Dba Greenbriar Financial | Houston | TX | 05/2018 | 08/2019 |
| Jpmorgan Chase | Houston | TX | 11/2019 | 10/2020 |
| Globe Life Inc | Houston | TX | 09/2019 | 10/2019 |
| Raymond James Financial Services | Houston | TX | 10/2020 | 04/2021 |
| Saxon Financial Group | Houston | TX | 10/2020 | 03/2024 |
| Saxon Interests, Inc | Houston | TX | 04/2021 | 03/2024 |
| First Endowment Development Corp | Houston | TX | 03/2024 | Present |
| First Endowment Development Corp | Houston | TX | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-20 |
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