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1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-30 |
Branch Locations
1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Devon Investment Advisory Group, Llc | Houtson | TX | 04/2025 | 10/2025 |
| Sage Settlement Consulting | Houston | TX | 12/2019 | Present |
| Watts Guerra Llp | San Antonio | TX | 06/2019 | 12/2019 |
| University Of Mississippi | Oxford | MS | 08/2016 | 05/2019 |
| Key 2 Texas Realty Llc | Cypress | TX | 07/2021 | Present |
| Shelter Wealth Strategies, Llc | Houston | TX | 09/2025 | Present |
(1) SAGE SETTLEMENT CONSULTING / NOT INVESTMENT RELATED / 1400 POST OAK BLVD, SUITE 450, HOUSTON, TX 77056 / SETTLEMENT CONSULTING / SETTLEMENT PLANNER / DECEMBER 2019 / 160 HRS PER MONTH / 6.5 HRS DURING TRADING HRS / SETTLEMENT CONSULTING (2) KEY 2 TEXAS REALTY LLC / NOT INVESTMENT RELATED / 17521 TELGE RD, SUITE C, CYPRESS, TX 77429 / REAL ESTATE / AGENT / JULY 2021 / 12 HRS PER MONTH / 0 HRS DURING TRADING HRS / REAL ESTATE AGENT (3) MASSMUTUAL/STRATEGIC FINANCIAL GROUP / NOT INVESTMENT RELATED / 3 GREENWAY PLZ, SUITE 1500, HOUSTON, TX 77046 / INSURANCE AGENCY / AGENT / JUNE 2024 / 12 HRS PER MONTH / 0 HRS DURING TRADING HRS / INSURANCE AGENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-10 |
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