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Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2003-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hg Capital Advisors, Llc | Houston | TX | 03/2001 | Present |
| Concert Wealth Management, Inc. | San Jose | CA | 09/2014 | 03/2017 |
| Self-Employed | Houston | TX | 01/2017 | Present |
Ginger House Music, LLC - Principal (Not investment-related) Since 2017. Company is run from home address. Duties include music management, booking, and promotion for musical artist(s). Time spent is generally less than 20 hours per month. Numetrix Capital - Minority Partner (Investment related) Since 2014. Company address is 9108 Pine Street, Orland Park, IL 60462. Firm provides investment research and quantitative investment solutions to financial advisers. Time spent is approximately 30-40 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-23 |
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