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4440 W Main Street, League City, TX 77573 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tremont Street Advisors, Llc | League City | TX | 11/2024 | Present |
| Tremont Street Advisors, Llc | League City | TX | 01/2020 | Present |
| Aqua Solutions | Deer Park | TX | 09/2018 | 03/2019 |
| Full Time Student | Houston | TX | 11/2014 | 12/2023 |
TREMONT STREET ADVISORS, LLC; INVESTMENT RELATED; VP OF OPERATIONS; START DATE 01/2020; LEAGUE CITY, TX; APPROXIMATELY 75% OF TIME Communities in Schools; Non-investment related; Serves as Board Member from March 2025 - Present and the Chair for Event Committee from 05/2026 - Present; League City, TX; Spends about 3 hours a month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-07 |
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