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Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greycourt & Co., Inc. | Houston | TX | 07/2003 | 12/2018 |
| Citi Private Bank | Houston | TX | 01/2019 | 09/2021 |
| Touchstone Advisors, Llc | Houston | TX | 09/2021 | 06/2023 |
| Nichol Capital Advisors, Llc | Houston | TX | 06/2023 | Present |
Cardinal Hill Farm, LLC; Family Real Estate; Investment-related; Columbia, TN; Affiliation started on 01/18/2021; Title: Member; Duties: Pay mortgage, use a LLC checking account to carry out home improvement activities; 0 hours devoted each month during and outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-03-12 |
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