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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-18 |
Branch Locations
811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Houston | TX | 06/2009 | 04/2019 |
| Americana Partners | Houston | TX | 05/2019 | Present |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 05/2019 | 10/2023 |
9/2025 Griffin Magnolia Ventures LLC; Member/Founder; Wellness Coaching/Real Estate Property; Non Investment Related; 5900 Balcones Drive, Suite 100, Austin TX 78731; 30 Hours/Month; 0 Hours during trading hours; Wellness Coaching One to one and group & Collecting rental fees/income through LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-17 |
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