4424 West Sam Houston Pkwy N, Suite 1000, Houston, TX, 77041
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jody is an LLC member of Dolores Townhomes, LLC, a construction company building townhomes, since 2007. Jody spends minimal time on this activity, which is not investment-related.