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2001 Timberloch Place Suite 500, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
| LA | RA | APPROVED | 2024-11-19 |
| NV | RA | APPROVED | 2024-10-29 |
| UT | RA | APPROVED | 2024-10-22 |
| CA | RA | APPROVED | 2024-10-21 |
| TX | RA | APPROVED | 2024-10-21 |
Branch Locations
2001 Timberloch Place Suite 500, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hold Bros. Capital, Llc | New York | NY | 12/2020 | 07/2021 |
| Merrill Lynch | Houston | TX | 05/2019 | 08/2019 |
| Corner Bakery | Houston | TX | 06/2016 | 06/2018 |
| Arizona State University | Tempe | AZ | 08/2018 | 12/2021 |
| The Woodslands High School | The Woodslands | TX | 09/2014 | 06/2018 |
| T3 Trading Group, Llc | New York | NY | 07/2021 | 01/2022 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 02/2022 | 07/2024 |
| Arizona Republic Newspaper | Phoenix | AZ | 09/2019 | 02/2021 |
| Position Wealth, Llc | The Woodlands | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-26 |
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