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Jason Noah Danziger

Corient

Houston, TX

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-02
  • TX RA
    APPROVED
    Since 2023-05-02

Branch Locations

2929 Allen Parkway Ste 3000, Houston, TX 77019 • 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
Goldman Sachs & Co/Mercer Allied Houston TX 06/2014 02/2019
Unemployed Houston TX 03/2019 06/2019
Avalon Wealth Management Llc Houston TX 06/2019 05/2023
Avalon Investment & Advisory Houston TX 06/2019 05/2023
Corient Houston TX 05/2023 Present
Cipw Service Company, Llc Toronto 05/2023 07/2023
Corient Services Llc Miami FL 07/2023 Present
  • 06/2014 → 02/2019
    Goldman Sachs & Co/Mercer Allied
    Houston, TX
  • 03/2019 → 06/2019
    Unemployed
    Houston, TX
  • 06/2019 → 05/2023
    Avalon Wealth Management Llc
    Houston, TX
  • 06/2019 → 05/2023
    Avalon Investment & Advisory
    Houston, TX
  • 05/2023 → Present
    Corient
    Houston, TX
  • 05/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-16
  • S66 Uniform Combined State Law Examination
    2011-01-16
Designations
Other Names
  • Jason Noah Danziger
  • Jason Danziger
  • Jason N Danziger

View on SEC IAPD

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TSA WEALTH MANAGEMENT
PEREA CAPITAL
TRI-STAR ADVISORS, INC.
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AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MARINER INDEPENDENT

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

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