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550 Post Oak Blvd Suite 407, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-05-13 |
| TX | RA | APPROVED | 2019-02-25 |
Branch Locations
550 Post Oak Blvd Suite 407, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Houston | TX | 02/2015 | 02/2019 |
| Presidio Financial, Llc | Houston | TX | 02/2019 | Present |
| John Paul Ii Catholic School | Houston | TX | 02/2016 | 12/2019 |
| Joseph Piazza, Iii, Sole Proprietor | Houston | TX | 08/2014 | Present |
| Park Avenue Securities Llc | Houston | TX | 06/2015 | 02/2019 |
| Wealth Design Group, Llc | Houston | TX | 08/2014 | 02/2019 |
| Piazza Wealth Strategies, Llc | Houston | TX | 01/2025 | Present |
2. Piazza Wealth Strategies, LLC Not Investment related Start: 01/2025 Address: Houston, TX Hours per month: 0 during trading 0 Holding company for Presidio Financial, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-08 |
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