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1400 Post Oak Blvd. Suite 625, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
1400 Post Oak Blvd. Suite 625, Houston, TX 77056 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Fulshear | TX | 02/2022 | 03/2022 |
| Sentinel Trust Company, Lba | Houston | TX | 10/2013 | 01/2022 |
| Truist Investment Services, Inc. | Houston | TX | 03/2022 | 09/2025 |
| Truist Advisory Services, Inc. | Houston | TX | 10/2022 | 09/2025 |
| Homage Wealth Group Llc | Houston | TX | 02/2026 | Present |
| Fairhope Family Advisors Llc | Houston | TX | 09/2025 | Present |
THE JAN DUNCAN PRIVATE FOUNDATION POSITION: Co-Trustee NATURE: A private foundation established to provide financial support primarily to charities that alleviate pain and suffering. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/14/2022 ADDRESS: Houston TX, United States DESCRIPTION: Duties as co-Trustee are outlined in the trust agreement dated June 14, 2022. PERFORMING ARTS HOUSTON POSITION: Board of Directors NATURE: Performing Arts Houston was founded in 1966 with the opening of Jones Hall and was created to provide Houstonians with access to high quality cultural and arts education programs. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/18/2023 ADDRESS: Houston TX, United States DESCRIPTION: Board members are the fiduciaries who steer the organization towards a sustainable future by adopting sound, ethical, and legal governance and financial management policies, as well as by making sure the nonprofit has adequate resources to advance its mission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-24 |
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