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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-18 |
Branch Locations
15377 Memorial Drive Suite 340, Houston, TX 77079 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated | Houston | TX | 07/2019 | 08/2022 |
| Solarroyal Llc | Austin | TX | 04/2018 | 09/2018 |
| University Of Texas At Austin | Austin | TX | 05/2015 | 05/2019 |
| Bank Of America, N.A. | Houston | TX | 09/2019 | 08/2022 |
| Ae Wealth Management Llc | League City | TX | 09/2022 | 10/2022 |
| Impact Partners Financial | League City | TX | 08/2022 | 10/2022 |
| Southwestern Surgical Associates | Houston | TX | 05/2017 | 04/2018 |
| Thrivent Investment Management Inc | Houston | TX | 06/2023 | 02/2026 |
| Thrivent Financial | Appleton | WI | 06/2023 | 02/2026 |
| Unemployed | Houston | TX | 10/2022 | 06/2023 |
| Sanctuary Securities, Inc. | Houston | TX | 03/2026 | Present |
| Sanctuary Advisors Llc | Houston | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-11 |
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