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4900 Woodway Drive Suite 1150, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-07-29 |
Branch Locations
4900 Woodway Drive Suite 1150, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ascension Capital Advisors | Houston | TX | 07/2016 | Present |
D. Truitt and Lorna Davis Foundation; Not-investment related. 1623 Harvard St. Houston, Texas 77008; Charitable foundation focusing on early childhood education. Board member, vice president and investment committee member. 2013. 1 hour per month. Prepare and present summary financial spreadsheet to board and investment committee, attend board and investment committee meetings, and implement investment committee decisions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-29 |
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