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Current Employers
Avondale Wealth Management Llc

4407 Bee Cave Rd. Suite 421, West Lake Hills, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-11-03
  • TX RA
    APPROVED
    Since 2015-11-03

Branch Locations

4407 Bee Cave Rd. Suite 421, West Lake Hills, TX 78746 • 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
Avondale Wealth Management Llc West Lake Hills TX 01/2016 Present
Other Businesses

1.) INSURANCE AGENT; SALES & SERVICE OF GENERAL LINES, START DATE: 10/2016, 2.) PS128 PROPERTIES, REAL ESTATE HOLDINGS COMPANY, MANAGING MEMBER, START DATE 5/2021, 3) STP 2021, PERSONAL FAMILY TRUST, START DATE 10/2021.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-03
  • S65 Uniform Investment Adviser Law Examination
    2015-11-03

View on SEC IAPD

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