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Cypress, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-23 |
| TX | RA | APPROVED | 2026-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 05/2018 | 11/2018 |
| Edward Jones Investments | Bellaire | TX | 09/2016 | 08/2017 |
| Tommy Bahama | Houston | TX | 12/2017 | 01/2018 |
| University Of Houston | Houston | TX | 08/2014 | 05/2018 |
| Jpmorgan Securities Llc | Houston | TX | 11/2018 | 03/2021 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 11/2018 | 01/2019 |
| Granite Harbor Advisors, Inc. | Houston | TX | 03/2021 | 02/2026 |
| Wealth And Plan | Cypress | TX | 10/2025 | Present |
| Two Grads, Llc | Houston | TX | 09/2023 | 10/2025 |
the name of the other business; no name - Individual Insurance License - Texas Department of Insurance whether the business is investment-related; not investment related the address of the other business; 18643 Courteous Way Cypress, TX 77433 the nature of the other business; Insurance (No active insurance business conducted) your position; title, or relationship with the other business; Insurance Agent (Inactive - No Sales Activity) the start date of your relationship; 03/2021 the approximate number of hours/month you devote to the other business; 0 % of time the number of hours you devote to the other business during securities trading hours; 0 % of time and briefly describe your duties relating to the other business; Maintains an active Texas insurance agent license. Does not sell insurance products, does not solicit clients, and does not receive commissions or other insurance-related compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-07 |
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