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Trevor James Winter

New Heights Planning

Houston, TX

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Current Employers
New Heights Planning

540 Heights Boulevard Suite 207, Houston, TX 77007 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-02-22
TX RA APPROVED 2021-07-12
  • LA RA
    APPROVED
    Since 2022-02-22
  • TX RA
    APPROVED
    Since 2021-07-12

Branch Locations

540 Heights Boulevard Suite 207, Houston, TX 77007 • 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
Shell Oil Company Houston TX 06/2006 08/2020
Asset Management Advisors Houston TX 09/2020 03/2021
New Heights Planning, Llc Houston TX 03/2021 Present
  • 06/2006 → 08/2020
    Shell Oil Company
    Houston, TX
  • 09/2020 → 03/2021
    Asset Management Advisors
    Houston, TX
  • 03/2021 → Present
    New Heights Planning, Llc
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-18
  • S65 Uniform Investment Adviser Law Examination
    2020-08-18

View on SEC IAPD

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