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101 South Main St. Suite 300, Victoria, TX 77901-8142 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-07-03 |
Branch Locations
101 South Main St. Suite 300, Victoria, TX 77901-8142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keller & Associates Cpas, Pllc | Victoria | TX | 07/2011 | 02/2022 |
| Kmh Wealth Management, Llc | Victoria | TX | 07/2011 | 02/2022 |
| Texas A&M University - Financial Planning Department | Remote | TX | 09/2017 | 03/2022 |
| Kmh Wealth Management, Llc | Victoria | TX | 03/2022 | Present |
| Keller & Associates Cpas, Pllc | Victoria | TX | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-02 |
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