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Preston Wyatt Heard

Caz Investments L.P.

Houston, TX

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Current Employers
Caz Investments L.P.

1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-10
  • TX RA
    APPROVED
    Since 2025-04-10

Branch Locations

1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Caz Investments Houston TX 03/2024 Present
Newmark Houston TX 08/2022 03/2024
Gary Reed Houston TX 08/2020 07/2022
Baylor University Waco TX 07/2016 05/2020
Unemployed Houston TX 06/2020 07/2020
  • 03/2024 → Present
    Caz Investments
    Houston, TX
  • 08/2022 → 03/2024
    Newmark
    Houston, TX
  • 08/2020 → 07/2022
    Gary Reed
    Houston, TX
  • 07/2016 → 05/2020
    Baylor University
    Waco, TX
  • 06/2020 → 07/2020
    Unemployed
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-09
  • S65 Uniform Investment Adviser Law Examination
    2025-04-09

View on SEC IAPD

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