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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-02 |
Branch Locations
2929 Allen Parkway Ste 3000, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 02/2019 | 06/2019 |
| Unemployed | Spring | TX | 01/2019 | 02/2019 |
| Sam Houston State University | Huntsville | TX | 06/2015 | 12/2018 |
| Axa Equitable | Houston | TX | 05/2018 | 08/2018 |
| Momentum Exterior | Spring | TX | 05/2016 | 01/2018 |
| Lpl Financial | The Woodlands | TX | 06/2019 | 03/2022 |
| Avalon Advisors, Llc | Houston | TX | 03/2022 | 05/2023 |
| Corient | Houston | TX | 05/2023 | Present |
| Cipw Service Company, Llc | Toronto | 05/2023 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-19 |
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