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Bellaire, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | Walnut Creek | CA | 05/2017 | 08/2017 |
| Southern Methodist University | Dallas | TX | 08/2017 | 05/2018 |
| Southern Methodist University | Dallas | TX | 08/2014 | 05/2018 |
| Goldman Sachs | Los Angeles | CA | 07/2022 | Present |
| Deloitte | Houston | TX | 06/2018 | 08/2020 |
| Usc | Los Angeles | CA | 08/2020 | 07/2022 |
| Rexford Capital Inc | Bellaire | TX | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-20 |
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