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1333 West Loop South Suite 1500, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-07 |
Branch Locations
1333 West Loop South Suite 1500, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc | The Woodlands | TX | 09/2024 | 04/2025 |
| Schroeder Wealth Advisors | The Woodlands | TX | 06/2024 | 09/2025 |
| Texas Tech University | Lubbock | TX | 09/2023 | 05/2024 |
| Financial Synergies Wealth Advisors | Houston | TX | 06/2023 | 08/2023 |
| Texas Tech University | Lubbock | TX | 08/2020 | 05/2023 |
| Unemployed | New Braunfels | TX | 06/2020 | 07/2020 |
| Canyon High School | New Braunfels | TX | 03/2020 | 05/2020 |
| The Washtub | New Braunfels | TX | 06/2019 | 02/2020 |
| Canyon High School | New Braunfels | TX | 08/2016 | 05/2017 |
| Mcadoo's Seafood Company | New Braunfels | TX | 06/2017 | 07/2017 |
| Canyon High School | New Braunfels | TX | 08/2017 | 05/2019 |
| Osaic Wealth, Inc | The Woodlands | TX | 04/2025 | 09/2025 |
| Linscomb Wealth | Houston | TX | 11/2025 | Present |
| Unemployed | Houston | TX | 09/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-01 |
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