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Clifton Ford Moran

Portfolio Advisory Council,L.L.C.

Houston, TX

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Current Employers
Portfolio Advisory Council,L.L.C.

3 Greenway Plaza Suite 1776, Houston, TX 77046 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-19
  • TX RA
    APPROVED
    Since 2022-07-19

Branch Locations

3 Greenway Plaza Suite 1776, Houston, TX 77046 • 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
Portfolio Advisory Council, Llc Houston TX 05/2014 02/2017
Fidelity Investments Westlake TX 02/2017 04/2018
Kestra Financial Austin TX 05/2018 04/2020
U.S. Capital Advisors Llc Austin TX 04/2020 04/2021
Rbc Wealth Management Austin TX 04/2021 07/2021
Portfolio Advisory Council, Llc Houston TX 08/2021 Present
Portfolio Advisory Council Houston TX 07/2022 Present
  • 05/2014 → 02/2017
    Portfolio Advisory Council, Llc
    Houston, TX
  • 02/2017 → 04/2018
    Fidelity Investments
    Westlake, TX
  • 05/2018 → 04/2020
    Kestra Financial
    Austin, TX
  • 04/2020 → 04/2021
    U.S. Capital Advisors Llc
    Austin, TX
  • 04/2021 → 07/2021
    Rbc Wealth Management
    Austin, TX
  • 08/2021 → Present
    Portfolio Advisory Council, Llc
    Houston, TX
  • 07/2022 → Present
    Portfolio Advisory Council
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-28
S66 Uniform Combined State Law Examination 2020-08-31
  • S65 Uniform Investment Adviser Law Examination
    2022-06-28
  • S66 Uniform Combined State Law Examination
    2020-08-31

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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