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520 Post Oak Blvd. Suite 750, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-16 |
Branch Locations
520 Post Oak Blvd. Suite 750, Houston, TX 77027 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Houston | TX | 07/2012 | 10/2020 |
| Raymond James Financial Services Advisors Inc. | Houston | TX | 08/2012 | 10/2020 |
| The Noble Group | Sugar Land | TX | 10/2012 | 09/2018 |
| The Clarus Group, Inc. | Houston | TX | 09/2020 | Present |
| Kingswood Capital Parnters, Llc | San Diego | CA | 01/2021 | Present |
1) Clarus Wealth Group - Yes investment related - 520 Post Oak Blvd Suite 750, Houston, TX 77098 - Wealth Management/ RIA - IAR - 6/2018 - 160hrs/mo - 160hrs/mo during trading - Provide advice & service related to investment, financial, estate & tax management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-12-12 |
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