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640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-16 |
Branch Locations
640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wpwealth Llp | Fort Worth | TX | 07/2025 | Present |
| Rush Bowls | College Station | TX | 08/2022 | 10/2022 |
| Crumble Cookies | College Station | TX | 03/2022 | 05/2022 |
| Laity Lodge Youth Camp | Leakey | TX | 05/2021 | 07/2021 |
| Coastal Bend Youth Soccer Association | Corpus Christi | TX | 09/2018 | 11/2019 |
| Texas A&M University | College Station | TX | 08/2021 | 02/2022 |
| Texas A&M | College Station | TX | 05/2022 | 07/2022 |
| Texas A&M University | College Station | TX | 02/2023 | 09/2024 |
| Texas A&M | College Station | TX | 11/2022 | 01/2023 |
| Unemployed | College Station | TX | 10/2024 | 01/2025 |
| City Of Corpus Christi | Corpus Christi | TX | 05/2020 | 07/2020 |
| Texas A&M University | College Station | TX | 12/2019 | 04/2020 |
| Texas A&M University | College Station | TX | 08/2020 | 04/2021 |
| Incarnate Word Academy | Corpus Christi | TX | 01/2015 | 08/2018 |
| Unemployed | Fort Worth | TX | 05/2025 | 06/2025 |
| Texas A&M University | College Station | TX | 02/2025 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-16 |
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