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Exos Wealth Strategies, LLC CRD 310869
$30.1M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Spring, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
13231 Champions Forest Dr. Suite 300, Houston, TX 77069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baylor University | Waco | TX | 08/2014 | 05/2018 |
| Wealth Design Group | Houston | TX | 04/2018 | 07/2021 |
| Aaron Keys & Associates, Inc. | Houston | TX | 04/2021 | 09/2022 |
| M&A Risk Management, Llc | Houston | TX | 09/2022 | Present |
| Exos Wealth Strategies, Llc | Houston | TX | 09/2023 | Present |
? Name of other business: M&A Risk Management, LLC ? Is business Investment related: No ? Address of other business: 13231 Champions Forest Dr., Suite 300, Houston, TX 77069 ? Nature of other business: Insurance Agency ? Your position: Owner/Partner ? Start date of relationship: 09/04/2022 ? Approx. # of hours /month devote to other business: 160/month, 90% during securities trading hours ? Briefly describe duties: Own and operate life, health and P&C insurance firm.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 2019-05-16 |
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