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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-04 |
Branch Locations
952 Echo Lane Suite 460, Houston, TX 77024 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fca Corp | Houston | TX | 05/2017 | 11/2021 |
| Nextgenvest | New York | NY | 10/2016 | 01/2017 |
| University Of Houston | Houston | TX | 08/2015 | 08/2017 |
| Ubs Financial Services | Houston | TX | 11/2021 | 10/2023 |
| Crestmont Private Wealth Llc | Houston | TX | 10/2023 | 02/2025 |
| Hightower Advisors, Llc | Houston | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-24 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-29 |
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