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17225 El Camino Real Suite 250, Houston, TX 77058 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
Branch Locations
17225 El Camino Real Suite 250, Houston, TX 77058 • 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 |
|---|---|---|---|---|
| Securities America Inc | Houston | TX | 12/2014 | 06/2024 |
| Arbor Point Advisors | Houston | TX | 12/2014 | 11/2024 |
| Osaic Wealth, Inc. | Houston | TX | 06/2024 | 12/2024 |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | 12/2024 |
| Viaquest Advisors Llc | Houston | TX | 12/2024 | Present |
Licensed Insurance Agent through various insurance carriers. Not investment-related. Start Date: 12/2024. Approximately 5 hours per month, all during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-22 |
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