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1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-08 |
Branch Locations
1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icon Wealth Partners, Llc | Houston | TX | 09/2024 | Present |
| Self-Employment | Austin | TX | 03/2023 | 08/2024 |
| Mountain Capital Partners | Durango | CO | 04/2019 | 02/2023 |
| Mountain Capital Partners | Austin | TX | 04/2019 | 02/2023 |
| Self-Employment | Austin | TX | 12/2016 | 04/2019 |
| Vinson & Elkins Llp | Houston | TX | 10/2013 | 12/2016 |
RJE Ranch, LLC Address: PO Box 300693, Austin, TX 78703 Investment Related: No Business: Real Estate Holding Position: Manager/Member Hours/Month: 1 Duties: Admin RJE Energy, LLC Address: PO Box 300693, Austin, TX 78703 Investment Related: No Business: Investment Holding Position: Manager Hours/Month: 1 Duties: Admin E&P Ventures, LLC Address: PO Box 300693, Austin, TX 78703 Investment Related: No Business: Investment Holding Position: Manager/Member Hours/Month: 1 Duties: Admin YF Partners, LLC Address: PO Box 300693, Austin, TX 78703 Investment Related: No Business: Real Estate Holding Position: Manager Hours/Month: 1 Duties: Admin
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-01 |
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