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4295 San Felipe Suite 300, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-17 |
Branch Locations
4295 San Felipe Suite 300, Houston, TX 77027 • United States
17725 John F. Kennedy Blvd Second Floor, Houston, TX 77032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aviation Retirement Strategies, Llc | Houston | TX | 10/2013 | Present |
| Lpl Financial, Llc | Houston | TX | 02/2014 | Present |
| Symphony Financial, Ltd. Co. | Houston | TX | 01/2019 | Present |
the name of the other business: Susquehana Real Estate L.P. & Tracy Partners L.P. whether the business is investment-related: no the address of the other business: 140 E Market St., York, PA 17401 for both the nature of the other business: real estate investing your position, title, or relationship with the other business: the start date of your relationship: passive investor the approximate number of hours/month you devote to the other business: 0 the number of hours you devote to the other business during securities trading hours: 0 briefly describe your duties relating to the other business: passive investor rs During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-03 |
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