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Jonathan Scott Solo

Live Oak Wealth Advisory Group, LLC

Houston, TX

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Current Employers
Live Oak Wealth Advisory Group, Llc

3730 Kirby Drive Suite 1200, Houston, TX 77030 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2012-05-07
TX RA APPROVED 2010-10-15
  • LA RA
    APPROVED
    Since 2012-05-07
  • TX RA
    APPROVED
    Since 2010-10-15

Branch Locations

3730 Kirby Drive Suite 1200, Houston, TX 77030 • 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
Live Oak Wealth Advisory Group, Llc Sugar Land TX 10/2010 Present
Whitetip Capital, Llc Richmond TX 11/2017 07/2022
Quantstrat Capital, Llc Sugar Land TX 11/2017 05/2019
  • 10/2010 → Present
    Live Oak Wealth Advisory Group, Llc
    Sugar Land, TX
  • 11/2017 → 07/2022
    Whitetip Capital, Llc
    Richmond, TX
  • 11/2017 → 05/2019
    Quantstrat Capital, Llc
    Sugar Land, TX
Previous Registrations
  • 2017-11-16 → 2022-07-22
    Whitetip Capital Llc
    Richmond, TX
  • 2008-01-01 → 2010-10-21
    Rbc Capital Markets, Llc
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-21
  • S66 Uniform Combined State Law Examination
    2007-12-21
Other Names
  • Jon Solo
  • Jon Solo

View on SEC IAPD

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PEREA CAPITAL · HOUSTON, TX
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