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1980 Post Oak Blvd Suite 200, Houston, TX 77056-3845 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-07-10 |
Branch Locations
1980 Post Oak Blvd Suite 200, Houston, TX 77056-3845 • United States
Simpsonville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockheed Martin | Greenville | SC | 11/2020 | Present |
| Prota Financial | Houston | TX | 06/2023 | Present |
| Job Search | Midland | TX | 03/2020 | 11/2020 |
| Patriot Safety And Services | Midland | TX | 12/2019 | 03/2020 |
| Job Search | Springfield | OR | 08/2019 | 12/2019 |
| United States Air Force | Eugene | OR | 04/2016 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-10 |
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