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9821 Katy Freeway, Suite 110, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-16 |
Branch Locations
9821 Katy Freeway Suite 110, Houston, TX 77024 • United States
9821 Katy Freeway, Suite 110, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Regional Bank | Houston | TX | 08/2023 | Present |
| Trb Wealth Management, Llc | Houston | TX | 07/2024 | Present |
| The Northern Trust Company | Houston | TX | 01/2019 | 08/2023 |
| Gray, Reed & Mcgraw Llp | Houston | TX | 11/2016 | 01/2019 |
| Bracewell Llp | Houston | TX | 05/2014 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-30 |
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