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Current Employers
Corda Investment Management, Llc

8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-16
  • TX RA
    APPROVED
    Since 2022-08-16

Branch Locations

8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Houston Methodist Houston TX 03/2014 07/2022
Corda Investment Management, Llc Houston TX 07/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-30
  • S65 Uniform Investment Adviser Law Examination
    2020-09-30

View on SEC IAPD

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