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500 N. Akard Suite 1200, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-11-15 |
| NY | RA | APPROVED | 2021-06-25 |
| NC | RA | APPROVED | 2014-11-13 |
| TX | RA | APPROVED | 2014-11-13 |
Branch Locations
700 Milam Street, Suite 300, Houston, TX 77002 • United States
500 N. Akard Suite 1200, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grant Thornton Llp | Houston | TX | 10/2007 | 05/2024 |
| Grant Thornton Financial Advisors Llc | Houston | TX | 03/2014 | Present |
| Grant Thornton Advisors Llc | Houston | TX | 06/2024 | Present |
#1 - Grant Thornton LLP; Not investment related; 171 N. Clark St. #200, Chicago, IL 60601; Audit, tax and advisory services firm; Principal, 10/01/2007, approximately 85 hours per month of other business, approximately 65 hours per month of other business during securities trading hours; other business duties include valuation of business and business interests including equity interests, liabilities and debt, options and derivatives, intellectual property, and other tangible and intangible assets for a variety of purposes including financial consulting, board advisory, litigation support, and financial reporting. #2 - Benoit Real Estate Holdings LLC; investment related; 3217 Plumb Street Houston, TX 77005; Potential real estate investments and holdings; owner; legal entity established in 2014; approximately 0 hours per month devoted to other business; approximately 0 hours per month devoted to other business during securities trading hours; none
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-13 |
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