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1800 W. Loop S Suite 1800, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-23 |
Branch Locations
20405 State Highway 249 Suite 640, Houston, TX 77070 • United States
1800 W. Loop S Suite 1800, Houston, TX 77027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cloudera, Inc | Santa Clara | CA | 01/2011 | 05/2020 |
| N/A | Spring | TX | 05/2020 | 01/2022 |
| Amerus Financial | Lakeland | FL | 01/2022 | 02/2023 |
| The Fitzpatrick Group | Houston | TX | 02/2023 | Present |
| Tip Group Llc | Houston | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-23 |
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