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Account
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1111 North Loop West, Ste 1110, Houston, TX 77008-1773 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-20 |
Branch Locations
1111 North Loop West, Ste 1110, Houston, TX 77008-1773 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise | Houston | TX | 01/2025 | 04/2025 |
| Haven Wealth Group | Houston | TX | 08/2025 | 04/2026 |
| Haven Wealth Group | Houston | TX | 05/2025 | Present |
| Plainscapital Bank | Houston | TX | 05/2025 | 08/2025 |
| Pizzeria Solario | Houston | TX | 07/2020 | 02/2021 |
| Advantage Testing | Houston | TX | 08/2024 | 02/2025 |
| River Oaks Country Club | Houston | TX | 05/2018 | 07/2020 |
| West University Pool | Houston | TX | 05/2016 | 07/2017 |
| St. John's School | Houston | TX | 08/2015 | 05/2019 |
| Texas A&M University | College Station | TX | 08/2019 | 12/2023 |
| University Of Houston | Houston | TX | 08/2024 | Present |
| Unemployed | Houston | TX | 01/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-18 |
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