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10000 Memorial Drive Suite 440, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-26 |
Branch Locations
Fort Worth, TX • United States
10000 Memorial Drive Suite 440, Houston, TX 77024 • 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 |
|---|---|---|---|---|
| Fidelity Investments | The Woodlands | TX | 10/2015 | 11/2016 |
| Fidelity Investments | The Woodlands | TX | 11/2016 | 06/2019 |
| Brownlee Wealth Management | The Woodlands | TX | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-26 |
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