Best Investors Account Sign in
Inactive

Paul David Chiaro

Terraform Wealth, LLC

Houston, TX

Eagle Global Advisors LLC

Houston, TX

Claim This Profile
Current Employers
Terraform Wealth, Llc

5805 Chimney Rock Rd Ste C, Houston, TX 77081 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-07
  • TX RA
    APPROVED
    Since 2023-04-07

Branch Locations

5805 Chimney Rock Rd Ste C, Houston, TX 77081 • United States

Eagle Global Advisors Llc

1330 Post Oak Boulevard Suite 3000, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-10-08
  • TX RA
    APPROVED
    Since 2013-10-08

Branch Locations

5847 San Felipe Suite 930, Houston, TX 77057 • 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
Eagle Global Advisors Houston TX 07/2009 01/2020
Energy Research Advisors Houston TX 01/2019 Present
Terraform Wealth, Llc Houston TX 01/2023 Present
Eagle Global Advisors Houston TX 10/2013 03/2023
  • 07/2009 → 01/2020
    Eagle Global Advisors
    Houston, TX
  • 01/2019 → Present
    Energy Research Advisors
    Houston, TX
  • 01/2023 → Present
    Terraform Wealth, Llc
    Houston, TX
  • 10/2013 → 03/2023
    Eagle Global Advisors
    Houston, TX
Other Businesses

Owner of cow calf ranch near Houston. Owner of Energy Research Advisors, an investment consulting firm

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-08
S63 Uniform Securities Agent State Law Examination 1998-01-07
  • S65 Uniform Investment Adviser Law Examination
    2013-10-08
  • S63 Uniform Securities Agent State Law Examination
    1998-01-07
Other Names
  • Paul D Chiaro

View on SEC IAPD

Other Firms

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

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor