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25511 Budde Rd. Suite 1002, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-26 |
Branch Locations
25511 Budde Rd. Suite 1002, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | The Woodlands | TX | 04/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | The Woodlands | TX | 11/2016 | 11/2017 |
| Jpmorgan Securities Llc | The Woodlands | TX | 11/2017 | 10/2018 |
| Morgan Stanley | The Woodlands | TX | 10/2018 | 07/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | 07/2020 |
| Fidelity Brokerage Services Llc | The Woodlands | TX | 07/2021 | 08/2025 |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 08/2025 |
| Provident Wealth Advisors, Llc | The Woodlands | TX | 08/2025 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 08/2021 | 03/2025 |
| Joe Myers Ford | Houston | TX | 07/2020 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-22 |
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