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Jeffrey Weldon Ivy

Vestis Advisors, LLC

Houston, TX

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Current Employers
Vestis Advisors, Llc

11111 Katy Freeway Suite 910, Houston, TX 77079 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-09-02
  • TX RA
    APPROVED
    Since 2011-09-02

Branch Locations

11111 Katy Freeway Suite 910, Houston, TX 77079 • 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
Vestis Advisors Llc Pearland TX 09/2011 Present
Previous Registrations
  • 2009-04-07 → 2011-09-02
    Cetera Advisors Llc
    Greenwood Village, CO
    Houston, TX
    Houston, TX
    Houston, TX
  • 2008-06-13 → 2009-03-24
    Morgan Stanley & Co. Llc
    Houston, TX
  • 2008-01-01 → 2008-06-17
    Wells Fargo Clearing Services, Llc
    Houston, TX
  • 2005-05-23 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Houston, TX
    Houston, TX
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-20
  • S66 Uniform Combined State Law Examination
    2005-05-20
Designations

View on SEC IAPD

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