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2016 Main Street Suite 107, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-09 |
Branch Locations
2016 Main Street Suite 107, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Multnomah Group | Portland | OR | 01/2019 | 06/2025 |
| University Of Houston | Houston | TX | 01/2017 | 01/2019 |
| University Of Oklahoma | Norman | OK | 02/2009 | 01/2017 |
| Trg Financial | Houston | TX | 08/2025 | Present |
Creators Guild HTX/The Hive Houston (Owner) The Pour Horsemen Podcast (Member) Non-investment related Content Studio Owner 10/2017 Thirty Hours a month, zero during trading hours (Evenings & Weekends)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-25 |
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