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5718 Westheimer Rd, Suite 1000, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-14 |
Branch Locations
5718 Westheimer Rd, Suite 1000, Houston, TX 77057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfm Asset Management | Austin | TX | 08/2015 | 05/2018 |
| Consequent Capital Management | Atlanta | GA | 06/2018 | 06/2021 |
| Bridge Capital Advisors | Houston | TX | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-08 |
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