0001733756-24-000003.txt : 20240322 0001733756-24-000003.hdr.sgml : 20240322 20240322170630 ACCESSION NUMBER: 0001733756-24-000003 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: PETERMAN,TINA,ARIAS, FILED AS OF DATE: 20240322 DATE AS OF CHANGE: 20240322 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Masterson Advisors LLC CENTRAL INDEX KEY: 0001733756 ORGANIZATION NAME: IRS NUMBER: 824640889 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-05417 FILM NUMBER: 24776125 BUSINESS ADDRESS: STREET 1: 3 GREENWAY PLAZA STREET 2: SUITE 1100 CITY: HOUSTON STATE: TX ZIP: 77046 BUSINESS PHONE: 713-814-0550 MAIL ADDRESS: STREET 1: 3 GREENWAY PLAZA STREET 2: SUITE 1100 CITY: HOUSTON STATE: TX ZIP: 77046 MA-I/A 1 primary_doc.xml MA-I/A 0001733756 XXXXXXXX Chris McManus 9736189506 cmcmanus@alternativereg.com cmcmanus@alternativereg.com N 0001733756-23-000007 N Tina Arias Peterman 2690359 N 1 0001733756 Masterson Advisors LLC Masterson Advisors 09-05-2018 N 867-02338 LOCATED SUPERVISED 09-05-2018 3 Greenway Plaza Suite 1100 Houston TX 77046 Tina Marie Arias 09-2018 Masterson Advisors LLC Houston TX 77046 Y N Director 01-2016 09-2018 HILLTOP SECURITIES INC Houston TX 77002 Y Y MANAGING DIRECTOR 03-2014 01-2016 FIRST SOUTHWEST COMPANY HOUSTON TX 77002 Y Y DIRECTOR 01-2013 03-2014 RBC CAPITAL MARKETS HOUSTON TX 77002 N Y EXECUTIVE DIRECTOR 02-2011 12-2012 PRIMERICA FINANCIAL SERVICES HOUSTON TX 77058 N Y INDEPENDENT CONTRACTOR 06-1995 02-2011 JP MORGAN SECURITIES INC HOUSTON TX 77002 N Y EXECUTIVE DIRECTOR Y 04-2016 Arias Peterman Photography 2327 Albans Rd Houston TX 77005 N N Dormant Entity N/A 2 N/A 08-2019 American Leadership Forum 3101 Richmond Ave Suite 140 Houston TX 77098 N N nonprofit organization whose mission is to join and strengthen diverse leaders to serve the common good through a program that fosters learning and trust among experienced leaders from every sector of our community. Board Member, Chair 2024-2026 3 Advocacy and fundraising 08-2019 Hermann Park Conservancy 1700 Hermann Drive Houston TX 77004 N N Hermann Park Conservancy is a nonprofit citizens organization dedicated to the stewardship and improvement of Hermann Park Board Member, Chair of Investment Committee 1 Advocacy and fundraising 07-2021 Texas Women in Public Finance https://www.txwpf.org/ austin TX 73301 N N The Women in Public Finance Texas Chapter was founded in 2012 as a chapter of the national organization, Women in Public Finance www.wpfc.com. The goal of Women in Public Finance Texas Chapter is to advance leadership opportunities for women Executive Council 1 Advocacy and promotion of women in the public finance arena 07-2022 Coalition for the Homeless 2000 Crawford Street Houston TX 77002 N N The Coalition for the Homeless of Houston/Harris County is a 501(c)3 and acts as a catalyst, uniting partners and maximizing resources to move people experiencing homelessness into permanent housing with supportive services Board Member, Chair of Investment Committee 2 Advocacy and promotion of the organization, including soliciting financial support 10-2021 Arias Family Living Trust 604 Avenue of Oaks Houston TX 77009 N N Trust Trustee 8 Manage any affairs 01-2023 Rental Property 901 Golf Street Kerriville TX 78028 N N Rental Property Owner 2 Owner N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 03-22-2024 Kimberly McManus President, Alternative Regulatory Solutions, LLC