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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-12 |
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 |
|---|---|---|---|---|
| Sta Wealth Management, Llc | Houston | TX | 04/2018 | 06/2023 |
| Abip, Pc | Houston | TX | 06/2014 | 03/2018 |
| Sta Wealth Management, Llc | Houston | TX | 06/2018 | 06/2023 |
| Hightower | Chicago | IL | 06/2023 | Present |
1. Churchill Consolidated Group Inc.; Not investment related; 1506 Peyton Oaks Place Houston, TX 77043; President since 2010; 5 Hrs. a month - 0 Hrs. during trading hours; Accounting and tax preparation; 2. HOA President; not investment related; participating in annual meetings. Voting on community decisions, signing contracts for community; April 15, 2025; 4hours a month;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-22 |
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