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Advocates Wealth Planning CRD 138612
$448M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
920 Memorial City Way Suite 250, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-14 |
Branch Locations
920 Memorial City Way Suite 250, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgeway Capital Management | Houston | TX | 03/2004 | 02/2020 |
| Stegent Equity Advisors Inc. | Houston | TX | 05/2020 | Present |
| Stegent Financial Services, Pc | Houston | TX | 05/2020 | Present |
1. Chuck Bates Consulting; not investment-related; home office; consulting; owner; 1/1/2020 start date; 0 hours devoted; 0 hours during trading hours; occasional business consulting 2. College Aid Pro; not investment-related;10 Federal St. #410, Salem, MA 01970; higher education consulting ; 1099 employee; College Funding Expert; 8/2022; >5 hours/month 0 hours during trading hours; choosing a college, cost analysis, aid, applications, appeals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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