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4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-09 |
Branch Locations
4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Synergies Wealth Advisors, Inc. | Houston | TX | 07/2024 | Present |
| University Of Houston | Houston | TX | 09/2022 | 12/2024 |
| Lone Star College | Houston | TX | 09/2020 | 09/2022 |
| Willis Johnson & Associates | Houston | TX | 08/2023 | 05/2024 |
| Home | Houston | TX | 03/2000 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-08 |
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