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2700 Earl Rudder Frwy S. Suite 2600, College Station, TX 77845-5037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED | 2008-01-01 |
Branch Locations
2700 Earl Rudder Frwy S. Suite 2600, College Station, TX 77845-5037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Traditions Wealth Mgmt | College Station | TX | 06/2004 | Present |
1) SPIRIT FIDUCIARY PARTNERS; INVESTMENT RELATED; 2700 EARL RUDDER FRWY S., SUITE #2600 COLLEGE STATION, TX 77845; ASSET MANAGMENT FOR CHURCH, PRIVATE AND NON-PROFIT FOUNDATIONS; OWNER; START DATE: 1/5/12; APPROX 30 HRS/MO INVESTMENT ADVISOR TOWARD MANAGING ASSETS FOR CHURCH, PRIVATE, AND NON-PROFIT FOUNDATIONS AND ENDOWMENTS 2) SPIRIT STEWARDSHIP MINISTRIES; NOT INVESTMENT RELATED; 2700 EARL RUDDER FRWY S., SUITE #2600 COLLEGE STATION, TX 77845; FINANCIAL STEWARDSHIP EDUCATION; OWNER; START DATE: 01/01/2012; APPROX 10 HRS/MO; TEACH AND EDUCATE PARTICIPANTS ABOUT FINANCIAL STEWARDSHIP USUALLY THROUGH CHURCH CONGREGATIONS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-02-22 |
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