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1800 W. Loop S Suite 1800, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-09 |
Branch Locations
20405 State Highway 249 Suite 640, Houston, TX 77070 • United States
1800 W. Loop S Suite 1800, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Multiple Carriers | Houston | TX | 12/2020 | Present |
| Prolytx | Houston | TX | 10/2019 | 03/2021 |
| Tibco | Palo Alto | CA | 04/2017 | 10/2019 |
| Bridge Energy Group | Boston | MA | 12/2016 | 03/2017 |
| Noah/Infosys | Houston | TX | 07/2016 | 12/2016 |
| Teradata | Dayoton | OH | 04/2010 | 07/2016 |
| The O.N. Equity Sales Company | Cincinnati | OH | 01/2022 | 06/2022 |
| Tip Group Llc | Houston | TX | 08/2022 | Present |
1). Multiple Carriers/Fitzpatrick Group; 1800 W South Loop, Houston, TX 77027; Not investment: 11/30/2020-present; 160 per month (130 during securities trading hours); selling life insurance products. 2). Trey McWilliams is a minority owner of a real estate company that rents single-family properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-26 |
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