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1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2026-06-08 |
Branch Locations
Westlake Village, CA • 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 |
|---|---|---|---|---|
| Sage Settlement Consulting | Houston | TX | 01/2010 | Present |
| Shelter Wealth Strategies | Houston | TX | 06/2026 | Present |
| Prg Investment & Management, Inc. | Santa Monica | CA | 06/2024 | Present |
1) Sage Settlement Consulting / Not investment-related / 1400 Post Oak Blvd, Suite 450, Houston, TX 77056 / Settlement Consulting / Senior Settlement Consultant / Jan 2010 / Approx. 200 HRS PER MONTH / Up to 6.5 HRS DURING TRADING HRS / SETTLEMENT CONSULTING 2) PRG Investment & Management, Inc. / Investment-related / 1750 14th St., Suite E, Santa Monica, CA 90404 /Own & operate boutique hotels and other real estate investments / Outside counsel & investor / Jun 2024 / Up to 40hrs/month; Up to 2hrs/month during trading hours / Analyze real estate deals and contract negotiation.
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