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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-23 |
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 |
|---|---|---|---|---|
| Trinity Portfolio Advisors | Southlake | TX | 10/2023 | 04/2024 |
| Houston Texans | Houston | TX | 03/2022 | 05/2023 |
| Dartmouth College | Hanover | NH | 08/2016 | 11/2020 |
| Baylor University | Waco | TX | 01/2021 | Present |
| Alliancebernstein | Houston | TX | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-04 |
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