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1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-18 |
Branch Locations
1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avion Wealth Fka Efficient Wealth Management | The Woodlands | TX | 03/2019 | 02/2023 |
| Memorial Hermann The Woodlands Medical Center | Shenandoah | TX | 11/2017 | 03/2019 |
| The Italian Joint | Spring | TX | 05/2016 | 12/2016 |
| University Of Houston | Houston | TX | 08/2014 | 12/2018 |
| Granite Harbor Advisors, Inc. | Houston | TX | 03/2023 | 02/2026 |
| Rhame & Gorrell Wealth Management | The Woodlands | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-31 |
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