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Current Employers
Cantata Wealth Management, Llc

2525 Ponce De Leon Blvd. Suite 300, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-18
TX RA APPROVED 2024-12-12
  • CA RA
    APPROVED
    Since 2025-02-18
  • TX RA
    APPROVED
    Since 2024-12-12

Branch Locations

Houston, TX • United States

2525 Ponce De Leon Blvd. Suite 300, Coral Gables, FL 33134 • United States

Camden Wealth Advisors Llc

1707 1/2 Post Oak Boulevard #578, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-02-24
  • TX RA
    APPROVED
    Since 2015-02-24

Branch Locations

Houston, 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
Camden Wealth Advisors Houston TX 01/2015 Present
Cantata Wealth Management, Llc Coral Gables FL 11/2024 Present
Creativemass Enterprises, Llc Houston TX 06/2020 06/2023
Highpoint Technology Group Houstom TX 06/2023 09/2024
  • 01/2015 → Present
    Camden Wealth Advisors
    Houston, TX
  • 11/2024 → Present
    Coral Gables, FL
  • 06/2020 → 06/2023
    Creativemass Enterprises, Llc
    Houston, TX
  • 06/2023 → 09/2024
    Highpoint Technology Group
    Houstom, TX
Other Businesses

Camden Wealth Advisors; Investment Related; 1707 1/2 Post Oak Blvd., Houston, Texas 77056; Registered Investment Advisory Firm; ; Investment Advisor Representative; Start : 01/2015; provide Investment Advisory services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-24
  • S65 Uniform Investment Adviser Law Examination
    2015-02-24

View on SEC IAPD

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