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5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-08 |
Branch Locations
1980 Post Oak Blvd Suite 1500, Houston, TX 77056 • United States
5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 06/2018 | 01/2023 |
| Texas A&M University | College Station | TX | 08/2016 | 06/2018 |
| Bank Of America, N.A. | Houston | TX | 09/2022 | 08/2024 |
| Oak Harvest Financial Group | Houston | TX | 01/2023 | 08/2024 |
| Oak Harvest Investment Services | Houston | TX | 01/2023 | 08/2024 |
| Quotient Wealth Partners, Llc | Dallas | TX | 08/2024 | Present |
Insurance Agent; Oak Harvest Insurance Services, LLC; Investment Related: No; 920 Memorial City Way HOUSTON, TX 77024; 2023-01-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 20;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-16 |
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