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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-21 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Houston | Houston | TX | 04/2016 | 07/2018 |
| Tcg (Hub International) | Houston | TX | 07/2018 | 11/2022 |
| Next Financial (Atria Wealth Solutions) | Houston | TX | 11/2022 | 05/2025 |
| Farther | Houston | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-22 |
| S66 | Uniform Combined State Law Examination | 2015-06-12 |
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