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4295 San Felipe Suite 300, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-06 |
Branch Locations
17725 John F Kennedy Blvd 2Nd Floor, Houston, TX 77032 • United States
4295 San Felipe Suite 300, 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 | Houston | TX | 05/2005 | 03/2026 |
| Raymond James Financial Services Advisors, Inc | Houston | TX | 01/2009 | 03/2026 |
| Lpl Financial | Houston | TX | 03/2026 | Present |
| Symphony Financial Ltd. Co. | Houston | TX | 03/2026 | Present |
1. 03/2026 - Champion Forest Financial Advisors - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Houston, TX 77069 - OBA Start Date: 01/14/2026 2. 03/2026 - G Martin Financial - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - Houston, TX 77069 - OBA Start Date: 01/14/2026 3. 03/2026 - Large Equipment Sales - Business Owner - Not Investment Related - 1 Hrs/Mth - 0 Hrs During Trading - Houston, TX 77068 - OBA Start Date: 01/14/2026 4. 03/2026 - PJ Sports Bar - Business Owner - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Houston, TX - Start Date: 12/01/1994 5. 03/2026 - Dogwood Capital Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth/ During Trading - At Reported Business Location(s) - Start Date 3/9/2026 6. 04/08/2026 - Symphony Financial, Ltd. Co. - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 01/14/2026 - 160 hours per month/ during trading - I provide investment advisory services through Symphony Financial Co. Ltd., an independent investment advisor firm. I started this business activity in 4/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-06-07 |
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