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2200 Post Oak Blvd Suite 1400, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-31 |
Branch Locations
2200 Post Oak Blvd Suite 1400, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Mountain Money Management | Rogers | AR | 02/2018 | 08/2020 |
| Revved Fitness | Tulsa | OK | 09/2017 | 01/2018 |
| Hilton Corporate | Addison | TX | 06/2017 | 08/2017 |
| Osu Foundation | Stillwater | OK | 09/2016 | 05/2017 |
| Selah Financial Services | Firendswood | TX | 08/2020 | 01/2026 |
| Segment Wealth Management, Llc | Houston | TX | 08/2026 | Present |
| Oklahoma State University | Stillwater | OK | 08/2016 | 05/2018 |
| Unemployed | Houston | TX | 01/2026 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-02 |
| S65 | Uniform Investment Adviser Law Examination | 2019-01-28 |
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