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1330 Post Oak Boulevard Suite 3000, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2003-03-21 |
Branch Locations
5847 San Felipe Suite 930, Houston, TX 77057 • 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 |
|---|---|---|---|---|
| Partners Investment Management & Research, Llc | Houston | TX | 04/2002 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-08 |
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