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919 Milam St Suite 500, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-04 |
| CO | RA | APPROVED | 2025-12-03 |
| NY | RA | APPROVED | 2025-12-03 |
| TX | RA | APPROVED | 2025-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Inc | Columbus | OH | 01/2019 | 04/2020 |
| Reedy Financial Group P.C. | Indianapolis | IN | 02/2018 | 08/2018 |
| Allstate Insurance Corporation | Fishers | IN | 01/2016 | 04/2017 |
| Pacific Investment Management Company Llc | Austin | TX | 05/2020 | 01/2023 |
| Pimco Investments Llc | Austin | TX | 05/2020 | 01/2023 |
| Indiana University | Indianapolis | IN | 08/2014 | 12/2018 |
| Dimensional Fund Advisors | Austin | TX | 01/2023 | 08/2023 |
| Kestra Investment Services, Llc | Austin | TX | 08/2023 | 08/2023 |
| Hines Securities Inc | Houston | TX | 09/2023 | 03/2024 |
| Lpl Enterprise Llc | Houston | TX | 04/2025 | 07/2025 |
| Graybridge Advisory | Houston | TX | 03/2024 | 10/2025 |
| Robertson Investment Management | Houston | TX | 11/2025 | Present |
1) 04/10/2025-N/A Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At Houston, TX-Start date 04/10/2025-160hrs/mth-160hrs/mth during trading 2) 04/10/2025-Prudential Advisors-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/10/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-18 |
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