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4900 Woodway Drive Suite 1150, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-17 |
Branch Locations
4900 Woodway Drive Suite 1150, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 04/2012 | 03/2025 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 04/2012 | 03/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2025 | Present |
| Ascension Capital Advisors, Inc. | Houston | TX | 05/2025 | Present |
1. Ascension Capital Advisors, Inc. Investment-related. At registered location. RIA. IAR. 05/2025. 160 hrs/month. 160 hrs during securities hrs. Advising financial planning clients on asset allocation strategies, some of which will be managed by Ascension Capital. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 05/2025. 10 hrs/month. 10 hrs during securities hrs. Provide insurance advice based on the needs of clients. 3. PKS. Investment-related. At registered location. Broker-Dealer. Representative. 05/2025. 10 hrs/month. 10 hrs during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-01-10 |
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