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24 Greenway Plaza Suite 546, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-30 |
Branch Locations
24 Greenway Plaza Suite 546, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Legacy Partners, Llc | Houston | TX | 07/2024 | Present |
| University Of Houston | Houston | TX | 08/2022 | 12/2024 |
| Rice University | Houston | TX | 01/2018 | 05/2022 |
| Glendmond College | Perth | 08/2012 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-29 |
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