Overview

I am affiliated with a hybrid B/D & RIA based in Houston with presence throughout Texas and in some other states. I have successfully purchased and merged one practice over the last three years, and now I am interested in growing through further acquisitions. The two primary areas of my practice are self managed accounts and private placements, primarily real estate partnerships and middle market credit funds.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...