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800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-04 |
Branch Locations
800 Town & Country Blvd Ste 220, Houston, TX 77024 • 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 |
|---|---|---|---|---|
| Goldman, Sachs & Co. | Houston | TX | 05/2011 | 10/2023 |
| Avidian Wealth Solutions | Houston | TX | 11/2023 | Present |
Member of the Board of Directors and Investment Committee at the Center for Adults with Disabilities. Organization is not primarily engaged in investment-related activity. Start date was July 17, 2017. One hour per month. Duties include overseeing the manager of the organization's investment portfolio.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-07 |
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