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Clark Monroe Blackman

Alpha Wealth Strategies, LLC

Cypress, TX

CRD 5979102

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Employer firm

Alpha Wealth Strategies, LLC CRD 139757

$220M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Alpha Wealth Strategies, Llc

Cypress, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-21
  • TX RA
    APPROVED
    Since 2020-03-21

Branch Locations

Cypress, TX • 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
Patriot Wealth Management, Inc. Houston TX 02/2016 10/2017
Ag Installers Sugarland TX 10/2017 10/2019
Alpha Wealth Strategies, Llc Kingwood TX 10/2019 03/2020
Alpha Wealth Strategies, Llc Cypress TX 03/2020 Present
Previous Registrations
  • 2016-02-22 → 2017-10-19
    Patriot Wealth Management, Inc.
    Houston, TX
  • 2013-07-29 → 2016-03-29
    Mbr Financial
    Houston, TX
  • 2012-02-14 → 2013-10-01
    Fsc Securities Corporation
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-27
  • S66 Uniform Combined State Law Examination
    2012-01-27
Designations
  • Certified Financial Planner
  • Personal Financial Specialist
  • Chartered Financial Analyst

View on SEC IAPD

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