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1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-01 |
Branch Locations
1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avalon Wealth Management, Llc | Houston | TX | 02/2015 | 06/2020 |
| Avalon Advisors, Llc | Houston | TX | 02/2015 | 06/2020 |
| Icon Wealth Partners, Llc | Houston | TX | 06/2020 | 08/2022 |
| Purshe Kaplan Sterling Investments - Ap | Albany | NY | 09/2020 | Present |
| Icon Wealth Advisors, Llc | Houston | TX | 08/2022 | Present |
1) Allison McKibbon is dually-registered with Icon Wealth Partners, LLC and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Allison McKibbon has served as an investment advisor representative for Icon Wealth Partners, LLC and a registered representative with PKS since 06/2020. Business is conducted from Houston, TX. Approximately 90% of Allison McKibbon's time is for services as an investment advisor representative and the balance as a registered representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-11 |
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