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1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-02 |
Branch Locations
1980 Post Oak Boulevard Suite 1300, 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Houston | TX | 04/2010 | 08/2018 |
| Greenbriar Financial Services, Inc. | Houston | TX | 03/2012 | 08/2018 |
| Icon Wealth Partners, Llc | Houston | TX | 08/2018 | 08/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | 12/2025 |
| Icon Wealth Advisors, Llc | Houston | TX | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-28 |
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