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David Evan Marion

Post Oak Private Wealth Advisors

Houston, TX

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Current Employers
Post Oak Private Wealth Advisors

1200 Smith Street Suite 610, Houston, TX 77002 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-01
  • TX RA
    APPROVED
    Since 2025-10-01

Branch Locations

1200 Smith Street Suite 610, Houston, TX 77002 • 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
Santa Fe Advisors, Llc Santa Fe NM 04/2014 09/2025
Post Oak Private Wealth Advisors Houston TX 10/2025 Present
Previous Registrations
  • 2015-01-09 → 2025-10-02
    Santa Fe Advisors Llc
    Santa Fe, NM
  • 2011-11-15 → 2014-12-11
    First Santa Fe Advisors, Llc
    Santa Fe, NM
    Santa Fe, NM
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-07-17
  • S63 Uniform Securities Agent State Law Examination
    1990-07-17
Designations
Other Names
  • David Marion

View on SEC IAPD

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