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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-10 |
Branch Locations
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 |
|---|---|---|---|---|
| National Planning Corporation | Santa Monica | CA | 02/2014 | 09/2016 |
| Next Financial Group, Inc. | Houston | TX | 09/2016 | 11/2019 |
| Sanders Morris Harris | Houston | TX | 11/2019 | 01/2026 |
| Tectonic Advisors | Houston | TX | 11/2019 | 01/2026 |
| Tectonic Capital Advisors, Llc | Houston | TX | 11/2025 | 01/2026 |
| Pnc Wealth Management | Houston | TX | 07/2026 | Present |
| Unemployed | Houston | TX | 01/2026 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-20 |
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