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510 Bering Drive Ste 100, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matter Family Office | St Louis | MO | 09/2016 | 05/2017 |
| Houston Trust Company | Houston | TX | 06/2017 | 08/2017 |
| Houston Trust Company | Houston | TX | 02/2018 | 03/2022 |
| Na | N/A | XX | 03/2022 | 07/2023 |
| University Of Texas At Austin | Austin | TX | 08/2022 | 05/2024 |
| Nuance Investments, Llc | Kansas City | MO | 06/2023 | 08/2023 |
| Brown Advisory | Austin | TX | 01/2024 | 05/2024 |
| Washington University In St. Louis | St Louis | MO | 08/2013 | 12/2017 |
| Pin Oak Advisors | Houston | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-25 |
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