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Kdk Private Wealth Management CRD 299583
$585M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1616 South Voss Suite 800, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-06 |
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 Global Advisors Inc. | Houston | TX | 04/2013 | 04/2021 |
| Kanaly Trust Services | Houston | TX | 04/2013 | 03/2017 |
| Kdk Private Wealth Management | Houston | TX | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-23 |
| S66 | Uniform Combined State Law Examination | 2011-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-24 |
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