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Donna Marie Behler

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
FL RA APPROVED 2025-10-17
TX RA APPROVED 2013-06-18
  • FL RA
    APPROVED
    Since 2025-10-17
  • TX RA
    APPROVED
    Since 2013-06-18

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
Ronald G Presswood, D.D.S. Houston TX 01/1998 Present
Post Oak Private Wealth Advisors Houston TX 06/2013 Present
Post Oak Private Wealth Advisors Houston TX 01/2019 Present
Donna Marie Behler, Sole Proprietor Houston TX 07/1998 01/2019
Previous Registrations
  • 2012-06-13 → 2013-06-14
    Fsc Securities Corporation
    Atlanta, GA
    Houston, TX
  • 2011-03-07 → 2012-06-11
    United Planners' Financial Services Of America A Limited Partner
    Scottsdale, AZ
    Houston, TX
    Schulenburg, TX
  • 2002-05-24 → 2011-02-11
    Qa3 Financial Llc
    Houston, TX
    Omaha, NE
  • 2002-03-06 → 2004-09-16
    Tcg Advisors, Lp
    Austin, TX
Other Businesses

Post Oak Private Wealth Advisors; INVESTMENT RELATED; HOUSTON, TX; INSURANCE AGENT; 01/2019; Insurance Sales and Service

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-07-25
  • S63 Uniform Securities Agent State Law Examination
    1996-07-25
Other Names
  • Donna Marie Divel
  • Donna Marie Behler
  • Donna Marie Behler
  • Donna Marie Russell

View on SEC IAPD

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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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