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24285 Katy Fwy Suite 300, Katy, TX 77450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cris Capital, Ltd. | Katy | TX | 05/2025 | Present |
| Kysc | Katy | TX | 01/2020 | 01/2024 |
| Sgs | Katy | TX | 01/2022 | 05/2024 |
| Anytime Fitness | Katy | TX | 01/2022 | 01/2023 |
| Chick-Fil-A | Houston | TX | 02/2024 | 09/2025 |
| Student | Katy | TX | 09/2015 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-15 |
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