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8401 Westview Drive, Houston, TX 77055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Houston | TX | 02/2009 | 11/2017 |
| Bb&T Securities | Houston | TX | 11/2017 | 02/2021 |
| Truist Investment Services, Inc. | Houston | TX | 02/2021 | 10/2024 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 10/2024 |
| Freedom Day Solutions, Llc | Houston | TX | 10/2024 | Present |
JLB ROCKWOOD I,II,III POSITION: Limited Partner NATURE: I am merely a limited partner with less than a 25% interest. The nature of the business is multi-family real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2004 ADDRESS: 13614 Indian Creek, Houston TX 77079
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-07 |
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