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Kevin Alan Lenox

Avidian Wealth Solutions

Houston, TX

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Current Employers
Avidian Wealth Solutions

800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-06-12
  • TX RA
    APPROVED
    Since 2020-06-12

Branch Locations

800 Town & Country Blvd Ste 220, Houston, TX 77024 • 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
United Capital Financial Advisers, Llc Newport Beach CA 11/2015 06/2020
Avidian Wealth Solutions F/K/A Sta Wealth Management, Llc Houston TX 06/2020 Present
  • 11/2015 → 06/2020
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 06/2020 → Present
    Avidian Wealth Solutions F/K/A Sta Wealth Management, Llc
    Houston, TX
Previous Registrations
  • 2015-11-12 → 2020-07-01
    United Capital Financial Advisors
    Irving, TX
    Houston, TX
    The Woodlands, TX
  • 2009-04-17 → 2010-04-05
    Chase Investment Services Corp.
    Houston, TX
    Houston, TX
  • 2008-10-01 → 2009-04-07
    J.P. Morgan Securities Llc
    Houston, TX
  • 2007-11-29 → 2008-10-01
    J.P. Morgan Securities Inc.
    Houston, TX
  • 2001-10-01 → 2007-12-06
    Chase Investment Services Corp.
    Houston, TX
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-01-07
S63 Uniform Securities Agent State Law Examination 1993-05-12
  • S65 Uniform Investment Adviser Law Examination
    2002-01-07
  • S63 Uniform Securities Agent State Law Examination
    1993-05-12
Designations
Other Names
  • Kevin Lenox

View on SEC IAPD

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