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5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-02 |
Branch Locations
1980 Post Oak Blvd, Houston, TX 77056 • United States
5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2019 | 02/2021 |
| The Money Advisor Group, Llc | Columbus | GA | 02/2019 | 05/2019 |
| Liquor Til' 9 | Katy | TX | 08/2018 | 02/2019 |
| The Money Advisor Group, Llc | Columbus | GA | 05/2018 | 08/2018 |
| Liquor Til' 9 | Katy | TX | 04/2014 | 05/2018 |
| The Money Advisor Group, Llc | Columbus | GA | 04/2021 | 05/2024 |
| Bip Alliance, Llc | Columbus | GA | 05/2024 | 06/2025 |
| Quotient Wealth Partners, Llc | Houston | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-08 |
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