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1980 Post Oak Blvd Suite 200, Houston, TX 77056-3845 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
1980 Post Oak Blvd Suite 200, Houston, TX 77056-3845 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Machine Works | Houston | TX | 12/2013 | 11/2017 |
| Unemployed | Houston | TX | 11/2017 | 03/2018 |
| Discount Tire | Houston | TX | 03/2018 | 06/2018 |
| Vivint Smart Home | Houston | TX | 06/2018 | 10/2018 |
| Gb Connections | Houston | TX | 10/2018 | 01/2026 |
| Prota Financial | Houston | TX | 05/2026 | Present |
| Unemployed | Houston | TX | 02/2026 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-30 |
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