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161 W Shadowbend Avenue Suite 101, Friendswood, TX 77546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-07 |
Branch Locations
161 W Shadowbend Avenue Suite 101, Friendswood, TX 77546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Corpus Christi | TX | 05/2017 | 12/2018 |
| Ashmore Paint Company | Corpus Christi | TX | 02/2015 | 05/2017 |
| Fisher Investments | Plano | TX | 05/2021 | 01/2025 |
| The John G And Marie Stella Kennedy Memorial Foundatin | Corpus Christi | TX | 01/2019 | 02/2021 |
| Unemployed | Corpus Christi | TX | 02/2021 | 05/2021 |
| Texas Family Wealth, Llc | Friendswood | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-06 |
| S66 | Uniform Combined State Law Examination | 2018-05-23 |
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