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5847 San Felipe St. Suite 950, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
5847 San Felipe St. Suite 950, Houston, TX 77057 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Houston | TX | 09/1999 | 03/2018 |
| Raymond James Financial Services, Inc. | Houston | TX | 03/2018 | 05/2022 |
| Steward Partners Global Advisory, Llc | Houston | TX | 03/2018 | 08/2025 |
| Steward Partners Investment Advisory, Llc | Houston | TX | 03/2018 | 08/2025 |
| Steward Partners Investment Solutions, Llc | Houston | TX | 05/2022 | 08/2025 |
| Clear Trail Advisors, Llc | Houston | TX | 08/2025 | Present |
(1)- BIRNHAN WOODS INVESTMENT; REAL ESTATE; HOUSTON, TX; INVESTOR; PASSIVE INVESTOR; 2023-01; 0 HRS/MO; 0 HRS DURING TRADING; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-04 |
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