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Huddleston, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-12-02 |
| TX | RA | APPROVED | 2023-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Capital Bank | Houston | TX | 02/2022 | 06/2023 |
| Wells Fargo Bank | Houston | TX | 09/2014 | 02/2022 |
| Valley View Consulting, L.L.C. | Houston | TX | 07/2023 | Present |
Latitudes Consulting - media and social media consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-01 |
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