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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-13 |
Branch Locations
6111 N River Road, Rosemont, IL 60018 • United States
The Woodlands, TX • United States
16211 Space Center Blvd, Houston, TX 77062 • United States
14950 Avery Ranch Blvd, Austin, TX 78717 • United States
810 E. Whitestone Blvd C, Cedar Park, TX 78613 • United States
8707 Hwy 6 South, Houston, TX 77083 • United States
1525 Hwy 6, Sugar Land, TX 77478 • United States
6803 Fm 1960 Rd E, Humble, TX 77450 • United States
8450 Fm 1960 Bypass Rd W, Humble, TX 77338 • United States
2414 Exposition Blvd S, Austin, TX 78703 • United States
6985 Hwy 6 N, Houston, TX 77084 • United States
203 S Friendswood Drive, Friendswood, TX 77083 • United States
2315 E. Anderson Lane, Austin, TX 78752 • United States
13200 N 135 Hwy Building C, Austin, TX 78753 • United States
14606 Memorial Drive, Houston, TX 77079 • United States
14104 Northwest Fwy, Houston, TX 77040 • United States
1 Sugar Creek Center Blvd, Sugar Land, TX 77478 • United States
13300 Alameda Road, Houston, TX 77045 • United States
11151 Broadway Street, Pearland, TX 77584 • United States
1701 W 35Th Street, Austin, TX 78703 • United States
7820 Burnet Road, Austin, TX 78757 • United States
1713 Fm 685 Suite 170, Pflugerville, TX 78660 • United States
23330 Westheimer Pkwy, Katy, TX 77494 • United States
810 S Mason Rd, Katy, TX 77450 • United States
2820 Gessner Rd, Houston, TX 77080 • United States
3801 Bee Cave Road, West Lake Hills, TX 78746 • United States
300 W 6Th Street Suite 120, Austin, TX 78701 • United States
17 Cowboys Way, Frisco, TX 75034 • United States
1717 Main Street 3Rd Floor, Dallas, TX 75201 • United States
6333 Fm 1960 W, Houston, TX 77069 • United States
2 Riverway Drive Suite 1400, Houston, TX 77056 • United States
11155 Garland Road, Dallas, TX 75218 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 06/2010 | 08/2021 |
| Bbva Wealth Solutions Inc. | The Woodlands | TX | 01/2011 | 08/2021 |
| Bbva Securities Inc. | The Woodlands | TX | 05/2013 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 09/2010 | 08/2021 |
| Pnc Investments | The Woodlands | TX | 08/2021 | 05/2023 |
| Frost Brokerage Services, Inc. | Houston | TX | 05/2023 | 05/2026 |
| Fifth Third Bank | The Woodlands | TX | 05/2026 | Present |
| Fifth Third Securities | The Woodlands | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-08 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-13 |
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