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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-28 |
Branch Locations
7500 San Felipe St. Suite 150, Houston, TX 77063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westwood Holdings Group (Formerly Woodway Financial Advisors) | Houston | TX | 02/1997 | 08/2020 |
| Logic Capital Management, Llc | Houston | TX | 11/2020 | 01/2025 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 01/2025 | Present |
Silver Fox Advisors; not investment-related; PO Box 59, Bellaire, TX 77402; consult, mentor, advise; President; 2014; 12 hrs/month; 4 hrs during securities trading hours; member association group.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-27 |
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