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Eric Montgomery Price

Pathstone

Englewood, NJ

Austin, TX

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-10-07
  • TX RA
    APPROVED
    Since 2020-10-07

Branch Locations

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

500 W 5Th Street Suite 1105, Austin, TX 78701 • 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
Price Wealth, Llc Formerly Price Wealth Management, Inc. Austin TX 05/2004 09/2020
Pathstone Austin TX 10/2020 Present
  • 05/2004 → 09/2020
    Price Wealth, Llc Formerly Price Wealth Management, Inc.
    Austin, TX
  • 10/2020 → Present
    Austin, TX
Previous Registrations
  • 2004-05-25 → 2020-09-30
    Price Wealth, Llc
    Austin, TX
    Austin, TX
  • 2002-05-15 → 2004-06-01
    Avalon Investment & Advisory
    Houston, TX
Other Businesses

4E Therapeutics, not investment related, member of the Board of Directors, July 2019, a private health care company dedicated to developing neuropathic pain treatments, approximately three hours per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-11-04
  • S66 Uniform Combined State Law Examination
    1998-11-04
Other Names
  • Eric M Price

View on SEC IAPD

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