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201 Ft. Worth Hwy., Weatherford, TX 76086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-02 |
Branch Locations
24650 Kingsland Blvd, Katy, TX 77494 • United States
201 Ft. Worth Hwy., Weatherford, TX 76086 • United States
730 N Post Oak Rd Suite 120, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Cox Law Firm, Pllc | Houston | TX | 12/2016 | 12/2020 |
| Ryan, Llc | Arlington | VA | 09/2011 | 11/2016 |
| Wolfe & Associates | Lubbock | TX | 08/2009 | 12/2016 |
| Frontier Investment Management | Houston | TX | 12/2019 | 12/2020 |
| Bettencourt Tax Advisors, Llc | Houston | TX | 01/2021 | 12/2021 |
| Bentoak Capital | Weatherford | TX | 09/2025 | Present |
| Webb Strahan Meeks, Pllc | Houston | TX | 01/2022 | Present |
| Freedom Day Solutions, Llc | Houston | TX | 01/2023 | 09/2025 |
1) Webb Strahan Meeks, PLLC; not investment-related; 730 N Post Oak Rd, Suite 120, Houston, TX 77024; legal services; Partner; started 01/2022; approximately 160 hours per month, 140 hours during securities trading hours; provide legal services. 2) Texas A&M University; not investment-related; College Station, TX; education; Visiting Lecturer; started 2023; approximately 8 hours per month, 2 hours during securities trading hours; university teaching duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-26 |
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