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William Kirk Zickler

Coastal Wealth Management, LP

Houston, TX

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Current Employers
Coastal Wealth Management, Lp

Katy, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2004-09-16
  • TX RA
    APPROVED
    Since 2004-09-16

Branch Locations

2121 Sage Road Suite 380, Houston, TX 77056 • 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
Coastal Wealth Management, Lp Houston TX 04/2004 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-18
  • S65 Uniform Investment Adviser Law Examination
    2003-12-18

View on SEC IAPD

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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

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