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1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-17 |
Branch Locations
2100 Travis Street #280, Houston, TX 77002 • United States
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 |
|---|---|---|---|---|
| Daniel D. Horowitz, Iii Pc | Houston | TX | 02/2011 | Present |
| Shelter Wealth Strategies, Llc | Houston | TX | 02/2026 | Present |
| Sage Settlement Consulting, Llc | Houston | TX | 05/2023 | Present |
1) Daniel D. Horowitz, III PC; Not investment related; 2100 Travis Street, #280, Houston, TX 77002; Nature of Business: Personal injury law firm; Position: Owner; Start Date: Feb 2011; 100 hrs/month; 3.25 hrs during trading hrs; Duties: Legal advice. 2) Sage Settlement Consulting, LLC; Not investment related; 2100 Travis Street, #280; Houston, TX 77002; Position: Independent contractor/settlement planner; Start Date: 05/2023; 100 hrs/month; 3.25 hrs during trading hrs / Duties: Settlement planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-07 |
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