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1800 West Loop South Suite 1400, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-21 |
Branch Locations
1800 West Loop South Suite 1400, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linscomb & Williams | Houston | TX | 12/1976 | 04/2023 |
| Precedent Wealth Partners | San Antonio | TX | 04/2023 | 09/2023 |
| Precedent Wealth Partners | Houston | TX | 09/2023 | Present |
Willeford 2012 Family Trusts. Investment Related. 1800 West Loop South, Suite 1400; Houston, TX 77027. J. Harold Williams serves as Trustee for the trust. Commencement date, 2012. Time required is 2-4 hours per month, with 1-2 hours devoted during securities trading hours. Duties are engagement & supervision of investment advisor to manage trust's marketable securities and periodic interaction with managers and advisors to one private business interest held by the trust.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-02-22 |
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