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520 Post Oak Blvd. Suite 750, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-22 |
Branch Locations
520 Post Oak Blvd. Suite 750, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Houston | TX | 11/2010 | 10/2020 |
| Raymond James Financial Services Advisors Inc. | Houston | TX | 09/2014 | 10/2020 |
| The Clarus Group, Inc. D/B/A Clarus Wealth Group | Winnie | TX | 06/2018 | Present |
| Kingswood Capital Parnters, Llc | San Diego | CA | 01/2021 | Present |
Clarus Wealth Group - Yes investment related - 520 Post Oak Blvd Suite 750, Houston, TX 77027 - Wealth Management - Financial Planner - 6/2018 - 160hrs/mo - 160hrs/mo during trading hrs - Provide financial services to our book of business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-01-31 |
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