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1616 South Voss Suite 800, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-20 |
Branch Locations
1616 South Voss, Suite 800, Houston, TX 77057 • 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 |
|---|---|---|---|---|
| Kanaly Trust | Houston | TX | 03/2012 | 04/2017 |
| Mercer Global Advisors, Inc | Houston | TX | 05/2017 | 05/2018 |
| Kdk Private Wealth Management | Houston | TX | 01/2019 | Present |
| Unemployed | Houston | TX | 05/2018 | 05/2019 |
1.) Kanaly 1992 Gift Trusts; Investment Related Yes Start Date:01/11/2011 Hours/month 3 Hours /month (during Market hours) 3 City: Houston State: Texas Country: United States of America Your Relationship Co-Trustee Nature of the company's business I am co-Trustee of several family trusts created in 1992 by my grandparents - after my father's passing in 2011. 2.) KMBD Investment Partners, LLC Investment Related; Yes Start Date: 07/01/2016 Hours /month 3 Hours /month (during Market hours) 3 City: Houston State: Texas Country:United States of America Your Relationship Managing Member Nature of the company's business This is a small entity setup by myself and three friends to invest in different deals we see come our way in Real Estate and Oil and Gas. I am not compensated as we are all 25% equal partners. Briefly describe your duties I coordinate tax prep services and help facilitate basic operation of the LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-29 |
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