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17225 El Camino Real Suite 250, Houston, TX 77058 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
Branch Locations
17225 El Camino Real Suite 250, Houston, TX 77058 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arbor Point Advisors | Houston | TX | 05/2019 | 11/2024 |
| Viaquest Financial Group | Houston | TX | 03/2017 | 12/2024 |
| Armand Bayou Nature Center | Pasadena | TX | 05/2005 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | 12/2024 |
| Viaquest Advisors Llc | Houston | TX | 01/2025 | Present |
| Bay Area Unitarian Universalist Church | Houston | TX | 09/2017 | Present |
Armand Bayou Nature Center Position: Boat Captain Nature: Ecological Conservation and Education Investment Related: No Hours: 12 Securities Trading Hours: 0 Start Date: 05/01/2005 Address: 8500 Bay Area Blvd, Pasadena TX 77507, United States Bay Area Unitarian Universalist Church Position: Finance Committee Member Nature: Religious Organization Investment Related: No Hours: 3 Securities Trading Hours: 0 Start Date: 09/01/2017 Address: 17503 El Camino Real, Houston TX 77058, United States Bay Area Unitarian Universalist Church Position: Board Member Nature: Religious Organization Investment Related: No Hours: 3 Securities Trading Hours: 0 Start Date: 09/01/2017 Address: 17503 El Camino Real, Houston TX 77058, United States
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-11 |
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