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1616 South Voss Suite 800, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-29 |
Branch Locations
1616 South Voss Suite 800, Houston, TX 77057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Advisors (Previously Kanaly Trust, Lta) | Houston | TX | 05/2017 | 02/2019 |
| Kanaly Trust, Lta (Previously Kanaly Trust Lta) | Houston | TX | 11/2008 | 05/2017 |
| Kdk Private Wealth Management, Llc | Houston | TX | 08/2019 | 08/2025 |
| Unemployed | Houston | TX | 03/2019 | 08/2019 |
| Kdk Private Wealth Management, Llc | Houston | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-31 |
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