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Current Employers
Traditions Wealth Advisors, Llc.

2700 Earl Rudder Frwy S. Suite 2600, College Station, TX 77845-5037 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-01-09
TX RA APPROVED 2008-01-01
  • LA RA
    APPROVED
    Since 2025-01-09
  • TX RA
    APPROVED
    Since 2008-01-01

Branch Locations

2700 Earl Rudder Frwy S. Suite 2600, College Station, TX 77845-5037 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Traditions Wealth Mgmt College Station TX 06/2004 Present
  • 06/2004 → Present
    Traditions Wealth Mgmt
    College Station, TX
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-02-22
  • S63 Uniform Securities Agent State Law Examination
    1989-02-22
Designations

View on SEC IAPD

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