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3401 Allen Parkway, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Core Capital Management & Research | Houston | TX | 10/2023 | Present |
| Backswing Golf Events | Phoenix | AZ | 10/2021 | Present |
| Lpgs Epson Tour | Daytona Beach | FL | 10/2019 | 10/2022 |
| Self | Houston | TX | 01/2021 | 09/2021 |
| Self | Houston | TX | 07/2019 | 04/2020 |
| University Of Virginia | Charlottsville | VA | 08/2015 | 05/2019 |
Backswing Golf Events, Not investment related. 10810 N. Tatum Blvd., Phoenix, AZ. Professional fund raiser, start 10/14/2021. Average 25 hours/month, average 23 hours during trading hours. Raise money for charities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-17 |
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