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1111 North Loop West, Ste 1110, Houston, TX 77008-1773 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-15 |
Branch Locations
1111 North Loop West, Ste 1110, Houston, TX 77008-1773 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Haven Wealth Group | Houston | TX | 03/2024 | Present |
| Veritex Community Bank | The Woodlands | TX | 11/2023 | 03/2024 |
| South Trust Bank | Houston | TX | 02/2021 | 11/2023 |
| N/A | Houston | TX | 11/2020 | 02/2021 |
| Wels Fargo Bank, Na Aka Allied Bank And First Interstate Bank | The Woodlands | TX | 05/1978 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-14 |
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