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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-23 |
Branch Locations
2200 Post Oak Blvd, 17Th Floor, Houston, TX 77056 • 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 |
|---|---|---|---|---|
| Scottrade | St Louis | MO | 03/2015 | 01/2017 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 01/2017 | 07/2018 |
| Girard Securities | San Diego | CA | 01/2017 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 07/2018 |
| Unemployed | Roanoke | TX | 07/2018 | 02/2019 |
| Waddell & Reed, Inc | Shawnee Mission | KS | 02/2019 | 06/2019 |
| Merrill Lynch Pierce Fenner & Smith | Houston | TX | 07/2019 | 06/2022 |
| E*Trade Securities Llc | Houston | TX | 06/2022 | 07/2023 |
| E*Trade Capital Management Llc | Houston | TX | 06/2022 | 07/2023 |
| Morgan Stanley | Houston | TX | 06/2022 | 07/2023 |
| Pnc Investments Llc | Houston | TX | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-13 |
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