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600 Travis, Suite 3800, Houston, TX 77002-3071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2024-01-02 |
Branch Locations
600 Travis, Suite 3800, Houston, TX 77002-3071 • 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 |
|---|---|---|---|---|
| Vaughan Nelson Investment Management, Lp | Houston | TX | 06/2021 | Present |
| Houston Trust Company | Houston | TX | 01/2014 | 05/2021 |
- Rice University; - Not investment related; - 6100 Main Street Houston, TX 77005; - teach for Rice University's CFP program as the Investments Instructor at the Glasscock School of Continuing Studies; - Investments Instructor; - Fall 2019; - 35 hours each semester (Spring and Fall semesters); 70 hours per year total; 6 hours per month on average; - 0 hours during security trading hours - teach/prepare students to obtain the CFP designation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-04 |
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