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800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-11 |
Branch Locations
13131 Dairy Ashford Suite 150, Houston, TX 77428 • United States
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Sugarland | TX | 10/2012 | 10/2018 |
| Avidian Wealth Management, Formely Namsta Wealth Management, Llc | Houston | TX | 10/2018 | Present |
| Purshe Kaplan Sterling | Albany | NY | 10/2018 | Present |
1. Avidian Wealth Management, formerly named STA Wealth Management, LLC. Investment Related. 13131 Dairy Ashford, Sugarland TX 77479. RIA. Partner. 10/2018. 160 hours per week during trading. IAR. 2. Avidian Insurance Agency, formerly named STA Insurance Agency, LLC. Non-investment related. 800 Town and Country Blvd, Suite 410. Houston TX. Fixed Insurance. Agent. 10/2018. 10 hours per week during trading. Fixed insurance product sales. 3. PNPR Interest, LLC; Non-Investment Related; 1802 Oak Shade Dr., Sugarland, TX 77479; Farm and Ranch; Title - Owner; Start - 7/2021; 2 Hrs/Mth; 0 During Securities Trading Hours; Oversight of Farm & Ranch Activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-09 |
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