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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-11 |
Branch Locations
10655 Six Pines Dr., Suite 100, The Woodlands, TX 77380 • United States
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigator Securities Ltd | The Woodlands | TX | 03/2022 | 12/2024 |
| Sam Houston State University | Montgomery | TX | 05/2021 | 12/2022 |
| D&B Well Testing | Midland | TX | 03/2020 | 07/2020 |
| Ranger Energy Services | Midland | TX | 05/2019 | 02/2020 |
| Binn College | Montgomery | TX | 08/2015 | 05/2018 |
| Avior Wealth Management, Llc | The Woodlands | TX | 10/2022 | Present |
| Momentum Independent Network Inc. | The Woodlands | TX | 01/2025 | Present |
| Unemployed | Montgomery | TX | 06/2018 | 04/2019 |
| Unemployed | Montgomery | TX | 08/2020 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-05 |
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