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Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avalon Advisors, Llc | Houston | TX | 05/2014 | 12/2021 |
| Woodward Investment Management, Llc | Houston | TX | 09/2021 | Present |
| Avalon Advisors, Llc | Houston | TX | 05/2015 | 10/2016 |
Woodward LTF+ GP, LLC - started 04/2022 - Managing Member - Investment Related - 927 Studewood, Suite 330, Houston, Texas 77008 - currently conducts no business but was established to serve as the general partner to Woodward LTF+, LP - 0 hrs/moth - 0hrs during trading hours Woodward LTF+, LP - started 04/2022 - Limited Partner - Investment Related - 927 Studewood, Suite 330, Houston, Texas 77008 - currently conducts no business - 0 hrs/moth - 0hrs during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-11 |
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