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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-12 |
| TX | RA | APPROVED | 2021-08-19 |
Branch Locations
800 Capitol Street Suite 3550, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co | Dallas | TX | 07/2017 | 01/2020 |
| Baylor University | Waco | TX | 09/2013 | 05/2017 |
| Rhame & Gorrell Wealth Management, Llc | The Woodlands | TX | 01/2020 | 07/2021 |
| Sanford C. Bernstein & Co., Llc. | Houston | TX | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-16 |
| S65 | Uniform Investment Adviser Law Examination | 2020-02-18 |
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