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3306 Mercer St., Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 02/2017 | 04/2017 |
| Allied Universal | Houston | TX | 03/2013 | 02/2017 |
| Archetype Wealth Partners, Llc | Houston | TX | 04/2017 | Present |
WDCD, LLC; INVESTMENT RELATED; 7602 MEADOWVALE DRIVE, HOUSTON, TX 77063; FAMILY INVESTMENT VEHICLE; OWNER; SINCE 10/01/2014; 1 HOUR/MONTH NOT DURING SECURITIES TRADING HOURS; MY BROTHER AND I USE THIS ENTITY TO PRIVATELY INVEST IN REAL ESTATE OR STARTUP COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-27 |
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