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Account
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5847 San Felipe St. Suite 950, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-24 |
Branch Locations
5847 San Felipe St. Suite 950, Houston, TX 77057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holt Lunsford Commercial | Houston | TX | 06/2021 | 12/2022 |
| Flagship Capital Parnters | Houston | TX | 01/2023 | 07/2025 |
| N/A | N/A | TX | 12/2014 | 05/2021 |
| Flagship Investment Management Llc | Houston | TX | 11/2024 | 07/2025 |
| Clear Trail Advisors, Llc | Houston | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-06 |
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