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3773 Richmond Avenue Suite 700, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-08 |
Branch Locations
3773 Richmond Avenue Suite 700, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baines Middle School | Houston | TX | 08/2014 | 05/2018 |
| Ridge Point High School | Houston | TX | 08/2018 | 05/2022 |
| University Of Houston | Houston | TX | 08/2022 | 05/2026 |
| Mosaic Advisors | Houston | TX | 12/2025 | 05/2026 |
| Linscomb Wealth | Houston | TX | 06/2025 | 08/2025 |
| Kings Path Partners, Llc | Houston | TX | 06/2024 | 02/2025 |
| Mosaic Advisors | Houston | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-27 |
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