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777 East Austin, Nacogdoches, TX 75965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-17 |
Branch Locations
777 East Austin, Nacogdoches, TX 75965 • United States
777 East Austin, Nacogdoches, TX 77386 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uptick Partners, Llc | Nacogdoches | TX | 03/2026 | Present |
| Williams / Sequent Energy Management | Houston | TX | 09/2014 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-17 |
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