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Mdx Wealth Management CRD 161309
$70.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2245 Texas Dr Suite 300, Sugarland, TX 77479 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2016-11-02 |
| NV | RA | APPROVED | 2016-08-22 |
| CA | RA | APPROVED | 2016-06-17 |
| TX | RA | APPROVED | 2013-01-01 |
Branch Locations
2245 Texas Dr Suite 300, Sugarland, TX 77479 • United States
Pearland, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mdx Wealth Management | Sugarland | TX | 01/2012 | Present |
| Synergy Financial Llc | Houston | TX | 09/2015 | 08/2018 |
| Callaway Financial Services, Inc. | Houston | TX | 03/2016 | 02/2022 |
| Mdx Holdings Inc. | Sugarland | TX | 01/2016 | 08/2024 |
| Bournehill Investment Services, Inc | Mineola | NY | 02/2022 | 08/2024 |
1) Texas State Life and Health Insurance; Pearland, TX; not investment related; 4hrs/month; Independent Agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-03 |
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