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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-17 |
Branch Locations
1725 Hughes Landing Blvd. Suite 1250, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harman Wealth Management | The Woodlands | TX | 11/2024 | Present |
| Crossbridge Wealth Strategies | Bryan | TX | 07/2024 | 10/2024 |
| Sam Houston State University College Of Business Administration | Huntsville | TX | 06/2022 | 05/2024 |
| Panorama Golf Club | Conroe | TX | 05/2020 | 08/2021 |
| Gnc | Spring | TX | 09/2018 | 01/2020 |
| Osaic | The Woodlands | TX | 01/2025 | Present |
| Full-Time Student | Spring | TX | 01/2013 | 09/2018 |
| Full-Time College Student | Houston | TX | 08/2019 | 05/2024 |
1. HARMAN WEALTH MANAGEMENT POSITION: Business Analyst NATURE: LLC Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2024 ADDRESS: 1725 Hughes Landing Blvd., Suite 1250, The Woodlands TX 77380, United States DESCRIPTION: Assist in securities research for model portfolios and potential investments.Assist advisors with client plans and prepare reports for meetings as needed. 2. EXECUTOR OF THE ESTATE OF BRIAN & REBECCA ELSTON POSITION: Executor NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2026 ADDRESS: 118 Mountain Ct, Huntsville TX 77340, United States DESCRIPTION: Act as the executor for the estate of Brian and Rebecca Elston. 3.THE FINANCE PROGRAM ADVISORY COUNCIL AT SAM HOUSTON STATE UNIVERSITY POSITION: Advisory Council Member NATURE: State-controlled institution of higher education INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2026 ADDRESS: 1821 Avenue I, Huntsville TX 77340, United States DESCRIPTION: Participate in discussions and advise faculty surrounding industry expectations for current and graduating students with career aspirations in financial services and investments. Potentially interact with students through mentorship and guest speaking events when requested.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-16 |
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