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Matthew Ian Stevenson

Awm Financial Services Inc.

The Woodlands, TX

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Current Employers
Awm Financial Services Inc.

9595 Six Pines Drive Building 4 Suite 4230, The Woodlands, TX 77380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-02
  • TX RA
    APPROVED
    Since 2026-03-02

Branch Locations

9595 Six Pines Drive Building 4 Suite 4230, The Woodlands, TX 77380 • 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
Awm Financial Services Inc. Dba Allied Wealth Management Houston TX 06/2016 01/2019
Awm Financial Services Inc. Dba Allied Wealth Management Houston TX 05/2016 Present
Awm Financial Services Inc. Dba Allied Wealth Management Houston TX 01/2019 Present
  • 06/2016 → 01/2019
    Awm Financial Services Inc. Dba Allied Wealth Management
    Houston, TX
  • 05/2016 → Present
    Awm Financial Services Inc. Dba Allied Wealth Management
    Houston, TX
  • 01/2019 → Present
    Awm Financial Services Inc. Dba Allied Wealth Management
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-04
  • S65 Uniform Investment Adviser Law Examination
    2016-03-04

View on SEC IAPD

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