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2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-29 |
| NY | RA | APPROVED | 2022-05-18 |
| FL | RA | APPROVED | 2014-04-01 |
| TX | RA | APPROVED | 2012-06-25 |
| CA | RA | APPROVED | 2012-06-20 |
Branch Locations
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • UNITED STATES
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
12740 Hillcrest Road Ste 285, Dallas, TX 75230 • 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 |
|---|---|---|---|---|
| Sunbelt Securities Inc | Houston | TX | 06/2011 | Present |
| Trinity Stategy Partners (Dba) | Dallas | TX | 06/2012 | Present |
1) TRINITY STATEGY PARTNERS (DBA) 12740 Hillcrest Road, Ste 285 , DALLAS, TX 75230. DBA UNDER SUNBELT SECURITIES INC. INVESTMENT RELATED. REGISTERED REPRESENTATIVE. START: 06/2012. 40 HOURS A WEEK, DURING TRADING HOURS. 2) 98-B Sweet Grass LLC (OBA): Not investment related. 12213 Park Bend Dr, Dallas, TX 75230. Rental property. Property owner. Start: 07/2023. 2 hours per week, none during trading hours. 3) John & Bobby McKamy Foundation (OBA): Not investment related. 1213 Park Bend Dr, Dallas, TX 75230. 501(c)3 Charitable Foundation. President & Secretary. No relationship. Start: 11/21/2017. 1 hour per week, may or may not be during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-08 |
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