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2950 North Loop West Suite 500, Houston, TX 77092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-02-27 |
| CA | RA | APPROVED | 2026-01-02 |
| GA | RA | APPROVED | 2022-04-27 |
| TX | RA | APPROVED | 2019-08-26 |
Branch Locations
2950 North Loop West Suite 500, Houston, TX 77092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concert Financial Planning, Llc | Houston | TX | 04/2019 | Present |
| Clark Asset Management, Llc | Stratham | NH | 11/2020 | 09/2022 |
| 4L Financial Academy | Houston | TX | 09/2023 | Present |
| Foreside Fund Services, Llc Dba Wisdomtree Investments, Inc. | New York | NY | 12/2014 | 04/2019 |
4L Financial Academy; Not investment-related; 3403 W TC Jester Blvd, PMD 1509, Houston, TX 77018; Online Financial Education; Co-Founder, Manager, and Instructor; Start date: 9/1/2023; 2 hours/month; 2 hours/month during securities trading hours; Create educational video content to explain various topics related to personal finance for attorneys. Matt Smith Music; Not investment-related; Private residence in Houston, TX; Music publishing; Musician, Band Member; Start date: 9/1/1994; 2 hours/month; 0 hours/month during securities trading hours; Occasionally publish music on streaming services such as Apple Music, Spotify, etc. Play guitar and sing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-08 |
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