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1800 West Loop South Suite 1400, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-05 |
Branch Locations
1800 West Loop South Suite 1400, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Precedent Wealth Partners, Llc | Houston | TX | 08/2024 | Present |
| Woodland Hills Golf Club | Nacogdoches | TX | 06/2022 | 04/2024 |
| Stephen F. Austin State University | Nacogdoches | TX | 08/2019 | 05/2023 |
| Stephen F. Austin State University | Nacogdoches | TX | 06/2023 | 05/2024 |
| Tropical Smoothie Cafe | Shenandoah | FL | 05/2020 | 07/2020 |
| Oak Ridge High School | Conroe | TX | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-05 |
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