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1360 Post Oak Blvd 22Nd Floor, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-16 |
Branch Locations
1360 Post Oak Blvd 22Nd Floor, Houston, TX 77056 • United States
1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2001-08-16 |
Branch Locations
One Riverway, Suite 2000, Houston, TX 77056 • United States
1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caz Investments L.P. | Houston | TX | 08/2001 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-21 |
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