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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-11 |
Branch Locations
4900 Woodway Suite 550, Houston, TX 77056 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-22 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
4900 Woodway Suite 550, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investec Wealth Strategies | Houston | TX | 04/2003 | 12/2021 |
| Investec Asset Management Group, Inc. | Houston | TX | 04/2003 | Present |
| Cerity Partners Llc | Houston | TX | 01/2022 | Present |
| Cerity Partners Retirement Plan Advisors | Houston | TX | 01/2022 | Present |
Investec Asset Management Group, not investment-related, 4900 Woodway, Suite 550, TX, 77056, Executive Vice President, started 04/2003, 2 hours/month, 1 hour during trading hours, selling and monitoring fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-21 |
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