CLARITY FINANCIAL, LLC
Legal name: RIA ADVISORS
CRD #150661 SEC #801-77832 HOUSTON, TX 281-501-1791
SEC Registered
Total AUM
$1.5B
Discretionary
$1.4B
Employees
16
Clients
1
Accounts
3,581
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 25, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MACK, CONNIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROBERTS, LANCE, ERIC | I | CHIEF ECONOMIST | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| ROSSO, RICHARD, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
| RATLIFF, JAMES, DANIEL | I | SENIOR FINANCIAL ADVISOR | B | Control |
Registrations
Federal
IA
Nov 25, 2025 REGISTERED
Notice Filings (37)
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Address
11750 KATY FREEWAYSUITE 840
HOUSTON, TX 77079
United States
Phone: 281-501-1791