Best Investors Account Sign in
Inactive

Austin Gentry Marrs

Tsa Wealth Management

Houston, TX

CRD 5979477

Claim This Profile
Employer firm

Tsa Wealth Management CRD 323123

$359M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Tsa Wealth Management

5718 Westheimer Road Suite 950, Houston, TX 77057 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-03
  • TX RA
    APPROVED
    Since 2022-10-03

Branch Locations

5718 Westheimer Road Suite 950, Houston, TX 77057 • 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
Parallax Investments, Llc Houston TX 01/2012 07/2018
Calton & Associates, Inc. Houston TX 01/2015 12/2022
Tri-Star Advisors, Inc. Houston TX 07/2018 12/2022
Tsa Wealth Management Llc Houston TX 10/2022 Present
  • 01/2012 → 07/2018
    Parallax Investments, Llc
    Houston, TX
  • 01/2015 → 12/2022
    Calton & Associates, Inc.
    Houston, TX
  • 07/2018 → 12/2022
    Tri-Star Advisors, Inc.
    Houston, TX
  • 10/2022 → Present
    Tsa Wealth Management Llc
    Houston, TX
Previous Registrations
  • 2018-07-19 → 2023-02-24
    Tri-Star Advisors, Inc.
    Houston, TX
  • 2012-01-04 → 2018-07-30
    Parallax Investments, Llc
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-21
  • S66 Uniform Combined State Law Examination
    2011-11-21
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
PEREA CAPITAL
TRI-STAR ADVISORS, INC.

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
JONATHAN HARRISON SWANBURG

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX

More in Houston, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor