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800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-18 |
Branch Locations
4210 Spicewood Springs Rd. Building E, Austin, TX 78759 • United States
800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab And Co., Inc. | Austin | TX | 06/2019 | 03/2021 |
| Enterprise | Lubbock | TX | 09/2015 | 05/2018 |
| Reap Financial | Austin | TX | 05/2018 | 08/2018 |
| United Grocery | Lubbock | TX | 09/2018 | 10/2018 |
| First Capital Bank Of Texas | Lubbock | TX | 10/2018 | 06/2019 |
| Stone Wealth Management | Austin | TX | 03/2021 | 09/2023 |
| Avidian Wealth Solutions, Llc | 800 Town & Country Ste 220 | TX | 01/2023 | 11/2024 |
| Avidian Wealth Enterprises Llc, Dba Avidian Wealth Solutions | Houston | TX | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-22 |
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