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Avion Wealth CRD 134242
$985M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-05-31 |
Branch Locations
2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avion Wealth Fka Efficient Wealth Management Llc | The Woodlands | TX | 11/2003 | Present |
| Continental Airlines | Houston | TX | 12/1997 | 03/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-24 |
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