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800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-10 |
Branch Locations
800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Houston | TX | 03/2002 | 10/2018 |
| J.P. Morgan Securities Llc | Houston | TX | 10/2012 | 10/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2018 | Present |
| Avidian Wealth Solutions, Llc | Houston | TX | 03/2021 | Present |
| Sta Wealth Management, Llc | Houston | TX | 10/2018 | 03/2021 |
1) Avidian Wealth formerly known as STA Wealth Management, LLC. Investment Related. 800 Town & Country Blvd. Suite 410, Houston TX, 77024. Registered Investment Advisor, Executive Vice President/ Partner. Start 3/2018. 160hrs/mo, all during trading hours. Executive Vice President/Partner. 2. Avidian Insurance Agency, LLC. Not Investment Related. 800 Town & Country Blvd. Suite 410, Houston TX, 77024. Insurance. Partner. Start 1/2021. 1 hr per month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-01-22 |
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