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1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-18 |
Branch Locations
1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mufg Union Bank, N.A. | 17769 Santiago Blvd. | CA | 08/2006 | 09/2017 |
| Unionbanc Investment Services | Villa Park | CA | 06/2017 | 09/2017 |
| Purepoint Financial | The Woodlands | TX | 09/2017 | 03/2020 |
| Unemployed | The Woodlands | TX | 03/2020 | 09/2020 |
| Starfox Financial Services, Llc | The Woodlands | TX | 10/2020 | 04/2021 |
| Starfox Financial Services, Llc | The Woodlands | TX | 04/2021 | 09/2022 |
| Texas Dow Employees Credit Union (Tdecu) | The Woodlands | TX | 10/2022 | 08/2024 |
| Unemployed | The Woodlands | TX | 09/2024 | 02/2025 |
| Rhame & Gorrell Wealth Management | The Woodlands | TX | 03/2025 | Present |
1) Barcelo Legacy LLC; Not investment-related; 124 W Bonneymead Circle, The Woodlands, Texas 77381; Real Estate/SFR Rental Properties; Manager; 04/09/2021; 2 hours per month; 0 hours during securities trading hours; interacting with property managers to ensure the needs of my property and tenant(s) are being met; communicating with the property managers to ensure rent is collected in a timely manner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
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