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1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-28 |
Branch Locations
1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 08/2014 | 07/2018 |
| Robert W. Baird & Co. | Chicago | IL | 08/2018 | 05/2022 |
| Caz Investments Lp | Houston | TX | 08/2022 | Present |
International Burn Foundation, Not Investment-Related, 6915 Ebenezer Church Road, Hillsborough, NC 27278, Provides a prize every 4 years to somebody who has made an outstanding contribution to any aspect of burn management or to an outstanding practitioner of burn treatment, Treasurer, Treasurer, 2/2/25, 1-2 hrs per month, The Treasurer's role is to safeguard the Foundation's assets and ensure that we are investing it in a way that will provide the capital necessary to award the prize every 4 years ($100K prize, paid out over 4 years)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-31 |
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