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101 W Goodwin Ave Suite 560, Victoria, TX 77901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-01 |
Branch Locations
101 W Goodwin Ave Suite 560, Victoria, TX 77901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keller & Associates Cpas, Pllc | Victoria | TX | 06/2019 | 05/2022 |
| Kmh Wealth Management, Llc | Victoria | TX | 07/2021 | 05/2022 |
| Harrison, Waldrop & Uherek, Llp | Victoria | TX | 01/2017 | 06/2019 |
| Energy Reserves Group, Llc | Houston | TX | 03/2016 | 01/2017 |
| Avantax Advisory Services | Victoria | TX | 07/2023 | 08/2024 |
| Baucom & Associates, Pllc | Victoria | TX | 05/2022 | Present |
| Baucom Wealth Management Llc | Victoria | TX | 08/2024 | Present |
1) Baucom & Associates, PLLC; Not investment-related; Same address; President; Tax and accounting services; Approx. 50% of time during the month. 2) Baucom Holdings LLC; Not investment-related; Same address; Managing Member; Entity holding personal real estate properties; Less than 5% of time during the month.
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