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Advisor at SEGMENT WEALTH MANAGEMENT, LLC
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SEGMENT WEALTH MANAGEMENT, LLC | Independent wealth | Feb 5, 2025 | n/a | yes | HOUSTON, TX | Current employment |
| SUSTAINABLE WOODLANDS PARTNERS, LLC | Former SEC adviser | Nov 10, 2020 | Feb 28, 2023 | no | HOUSTON, TX | Previous registration |
| SALIENT CAPITAL ADVISORS, LLC | Former SEC adviser | Oct 1, 2018 | Jan 3, 2023 | no | HOUSTON, TX | Previous registration |
| FORWARD MANAGEMENT, LLC | Former SEC adviser | Jan 5, 2017 | Jan 3, 2023 | no | SAN FRANCISCO, CA | Previous registration |
| SALIENT CAPITAL ADVISORS, LLC | Former SEC adviser | Jun 13, 2013 | Oct 10, 2017 | no | HOUSTON, TX | Previous registration |
| GHE ADVISERS, L.P. | Former SEC adviser | Jun 24, 2010 | Oct 5, 2011 | no | HOUSTON, TX | Previous registration |
| CYPRESS CREEK PARTNERS | Asset manager | Jun 24, 2010 | Mar 1, 2021 | no | AUSTIN, TX | Previous registration |
| SALIENT ADVISORS, L.P. | Asset manager | Jun 24, 2010 | Nov 18, 2022 | no | DALLAS, TX | Previous registration |
| USCA ASSET MANAGEMENT LLC | Asset manager | Feb 6, 2006 | Jun 30, 2010 | no | HOUSTON, TX | Previous registration |
| HITHERLANE PARTNERS, LLC | n/a | Feb 6, 2006 | May 23, 2008 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUSTAINABLE WOODLANDS PARTNERS, LLC | SEGMENT WEALTH MANAGEMENT, LLC | Feb 28, 2023 | Feb 5, 2025 | 708 | Firm change after gap | Other |
| SALIENT CAPITAL ADVISORS, LLC | SUSTAINABLE WOODLANDS PARTNERS, LLC | Jan 3, 2023 | Nov 10, 2020 | -784 | Firm change after gap | Other |
| FORWARD MANAGEMENT, LLC | SALIENT CAPITAL ADVISORS, LLC | Jan 3, 2023 | Oct 1, 2018 | -1,555 | Channel change | Other |
| SALIENT ADVISORS, L.P. | SALIENT CAPITAL ADVISORS, LLC | Nov 18, 2022 | Jun 13, 2013 | -3,445 | Firm change after gap | Other |
| CYPRESS CREEK PARTNERS | SALIENT ADVISORS, L.P. | Mar 1, 2021 | Jun 24, 2010 | -3,903 | Firm change after gap | Other |
| SALIENT CAPITAL ADVISORS, LLC | FORWARD MANAGEMENT, LLC | Oct 10, 2017 | Jan 5, 2017 | -278 | Channel change | Other |
| GHE ADVISERS, L.P. | CYPRESS CREEK PARTNERS | Oct 5, 2011 | Jun 24, 2010 | -468 | Firm change after gap | Other |
| USCA ASSET MANAGEMENT LLC | GHE ADVISERS, L.P. | Jun 30, 2010 | Jun 24, 2010 | -6 | Firm change | Other |
| HITHERLANE PARTNERS, LLC | USCA ASSET MANAGEMENT LLC | May 23, 2008 | Feb 6, 2006 | -837 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 129346:122833:TX:2021-03-01 | Mar 1, 2021 | Jun 24, 2010 | AUSTIN, TX | Firm change after gap |