Broker Check

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

April 20, 2024

10:00a - 1:00p

Sovereign Wealth Advisors

Shred Day

Shred-It event for recycling unwanted documents securely.

February 1, 2024

6:00p - 8:00p

Invesco - Greenway Plaza

2024 Market Outlook Event

Join us for our 2024 Market Outlook as Quincy Krosby provides LPL Research's insights. You will gain valuable knowledge and hear investment themes and ideas that may be beneficial for the new year. Heavy hors d'oeuvres and drinks will be provided.

October 24, 2023

5:30p - 7:30p

Spec's Wine, Spirits & Finer Foods

Wine Tasting

Join us as we embark on a blind tasting and recreation of the Paris Wine Tasting of 1976, also known as the Judgement of Paris.  Space is limited please RSVP as soon as you can.

July 11, 2023

5:30p - 7:00p

Sovereign Wealth Advisors, LLC - Audley Plaza

Evening | Houston - Cyber Safety and Elder Fraud Prevention Seminar

Protecting yourself and your loved ones from cyber crime and fraud is top of mind for many of us.  Join us Tuesday, July 11th at 5:30PM for a Cyber Safety and Elder Fraud Prevention Seminar presented by Transamerica and Crime Stoppers.  This event will be in the Amenity Center on the 1st Floor over our Houston Office.  Beer, wine and heavy hors d'oeuvres will be provided.  We look forward to seeing you there!

July 11, 2023

11:30a - 1:00p

Churrascos | Sugar Land

Lunch | Sugar Land - Cyber Safety and Elder Fraud Prevention Seminar

Protecting yourself and your loved ones from cyber crime and fraud is top of mind for many of us.  Join us for a Cyber Safety and Elder Fraud Prevention Seminar presented by Transamerica and Crime Stoppers.  Lunch will be held at Churrascos | Sugar Land on Tuesday, July 11th at 11:30AM.  

May 4, 2023

6:30p - 9:00p

Cinemark - Memorial City

February 23, 2023

6:00p - 7:30p

Invesco Greenway

2023 Market Outlook - Finding Balance

Please join me on Thursday, February 23rd at 6:00PM for our timely 2023 Market Outlook presentation.  

February 15, 2023

11:30a - 1:00p

The Junior League of Houston

Event Registration