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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-03 |
Branch Locations
711 Louisiana Street 15Th Floor, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cypress Ranch High School | Cypress | TX | 08/2016 | 08/2020 |
| Texas Tech University | Lubbock | TX | 08/2020 | 08/2021 |
| Lone Star College | Cypress | TX | 08/2021 | 01/2022 |
| Texas A&M University | College Station | TX | 01/2022 | 07/2025 |
| Harris Count Precinct 4 | Houston | TX | 06/2023 | 07/2023 |
| Pennington Wealth Management | Houston | TX | 12/2023 | 05/2024 |
| Charles Schwab | Westlake | TX | 06/2024 | 07/2024 |
| Oppenheimer & Co. Inc. | Houston | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-02 |
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