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3773 Richmond Avenue Suite 700, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-07 |
Branch Locations
3773 Richmond Avenue Suite 700, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wallace David Investments | Houston | TX | 01/2013 | 03/2024 |
| Mosaic Advisors | Houston | TX | 03/2024 | Present |
Name of other business: Wallace David Investments; Is business Investment related: Yes; Nature of other business: Real estate investing; Your position: Managing Partner; Start date of relationship: 01/2013; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: 2 rentals, no longer investing. Name of other business: Realty Associates; Is business Investment related: No; Nature of other business: Real estate; Your position: Realtor; Approx. # of hours /month devote to other business: 1-2; Number of hours devoted to other business during securities trading hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-06 |
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