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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-24 |
Branch Locations
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
4545 Bissonnet St Suite 284, Bellaire, TX 77401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Advisers, Inc | Atlanta | GA | 09/2012 | 05/2019 |
| Morgan Stanley | Houston | TX | 01/2020 | 08/2021 |
| Unemployed | Houston | TX | 06/2019 | 09/2019 |
| Metasys Technologies | Houston | TX | 09/2019 | 01/2020 |
| Wells Fargo | Houston | TX | 08/2021 | 01/2022 |
| Raymond James Financial Services, Inc | Dallas | TX | 01/2022 | 04/2023 |
| Raymond James Financial Services Advisors, Inc | Dallas | TX | 01/2022 | 04/2023 |
| Concurrent Advisors | Dallas | TX | 01/2022 | 04/2023 |
| Invesco | Houston | TX | 08/2010 | 05/2019 |
| Invesco/Contracted By Metasys | Houston | TX | 09/2019 | 01/2020 |
| Raymond James | Houston | TX | 01/2022 | 04/2023 |
| Concurrent Investment Advisors Llc | Houston | TX | 04/2023 | 04/2025 |
| Trek Financial | Scottsdale | AZ | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-18 |
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