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4900 Woodway Drive Suite 1150, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-16 |
Branch Locations
4900 Woodway Drive Suite 1150, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homeplate Peanut Butter | Austin | TX | 02/2015 | 02/2017 |
| Ubs Financial Services Inc. | Los Angeles | CA | 10/2018 | 06/2020 |
| For Friends And Family, Llc | Houston | TX | 04/2017 | 10/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2020 | 04/2025 |
| Ascension Capital Advisors, Inc. | Houston | TX | 07/2020 | Present |
1) Ascension Capital Advisors. Investment related. 4900 Woodway, Suite 1150; Houston, TX 77056. Wealth Management. Wealth Advisor. 7/2020. 200 hrs/mnth. Specialize in financial planning. 2) Independent insurance agent; 07/2020; Investment related; 30 hrs/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-13 |
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