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479 S Marengo Ave, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tru Independence Asset Management 2, Llc Dba Merit Wealth Mgmt | Portland | OR | 06/2024 | 01/2026 |
| Briaud Financial Advisors | College Station | TX | 06/2023 | 06/2024 |
| Forney Independent School District | Forney | TX | 08/2022 | 08/2023 |
| Whitesboro Independent School District | Whitesboro | TX | 08/2020 | 08/2022 |
| Katy Independent School District | Katy | TX | 08/2019 | 08/2020 |
| Magnolia Independent School District | Magnolia | TX | 08/2018 | 08/2019 |
| Victoria Independent School District | Victoria | TX | 08/2017 | 08/2018 |
| Central Independent School District | Pollok | TX | 08/2015 | 08/2017 |
| Foundry Financial Llc | College Station | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-01 |
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