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Rns Wealth Management, LLC CRD 297486
$4.00M regulatory AUM 204 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
700 Louisiana Street Suite 3950, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2018-08-21 |
| TX | RA | APPROVED | 2018-08-17 |
Branch Locations
700 Louisiana Street Suite 3950, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Houston | TN | 10/2014 | Present |
| Park Avenue Securities Llc | Houston | TX | 02/2016 | 08/2018 |
| Rns Wealth Management, Llc | Houston | TX | 08/2018 | Present |
| Park Avenue Securities Llc | Houston | TX | 01/2016 | 08/2018 |
| Lee & Desenberg Pllc | Houston | TX | 11/2019 | 04/2020 |
| Ford & Berger Llp | Houston | TX | 03/2021 | 02/2023 |
| Rns Wealth Management, Llc | Houston | TX | 07/2022 | 03/2023 |
| Kean Miller Llp | Houston | TX | 03/2023 | Present |
Guardian Wealth Design Group; Investment Related; Houston, TX; Insurance Sales; Insurance Agent; 10/2014; Approximately 80 hour during trading hours is spent in this capacity. KEAN MILLER LLP; Not investment related; Houston, TX; Law firm; Associate Attorney; 03/2023; 160 hours per month, 6.5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-08 |
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