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3415 Mercer St Suite F., Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-09-28 |
| TX | RA | APPROVED | 2016-09-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Heights Investment Partners, Llc | Houston | TX | 07/2016 | Present |
Cumberland Growth Partners, investment related: yes, Co-managing the portfolio. I provide input from analysis. I have no responsibility for trading or the decision. I just provide input., your position, title, or association with the other business, including your duties: General Partner. My duties will include analyzing and providing my thoughts on stocks, the start date of your relationship with the other business: Start date is March 2nd, 2018, the approximate number of hours per month you devote to the other business: I will devote approximately 4 hours per year to Cumberland Growth Partners, the number of hours you devote to the other business during securities trading hours: I will devote about 0 hours per week to the other business during trading hours. 400 Minerals Holdings, LLC, the nature of the other business, including whether it is investment-related: No, It holds mineral rights in Texas - there are no operations or income, your position, title, or association with the other business, including your duties: Managing Member - I file the franchise tax report every year, but there are no other responsibilities at this time, the start date of your relationship with the other business: October 2017, the approximate number of hours per month you devote to the other business: Zero, the number of hours you devote to the other business during securities trading hours: Zero Christian Community Service Center - 3434 Branard St, Houston, TX 77027; Advising on the endowments asset allocation. Yes, it is investment-related; Board member. Providing input on the asset allocation.; Start Date - February 2025.; Approximate number of hours per month devoted to the other business - 6 hours per year or 30 minutes per month; Number of hours devoted to the other business during security trading hours - It will be four hours per year during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-09 |
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