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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-12 |
Branch Locations
3459 Rayford Rd, Spring, TX 77386 • United States
20 Greenway Plz, Houston, TX 77046 • United States
11025 Fm 1960 Rd W, Houston, TX 77065 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Houston | TX | 10/2022 | 05/2026 |
| Wells Fargo Bank, Na | Houston | TX | 01/2018 | 05/2026 |
| Homemaker | Cypress | TX | 05/2016 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 05/2026 | Present |
| Premium Brands Opco Llc | Cypress | TX | 05/2017 | 09/2017 |
| Ltf Club Management Co, Llc | Cypress | TX | 06/2018 | 03/2024 |
| Bank Of America, N.A. | Houston | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-04 |
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