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Inactive

Clark D Edlund

Caz Investments L.P.

Houston, TX

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Current Employers
Caz Investments L.P.

1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-02-25
  • TX RA
    APPROVED
    Since 2016-02-25

Branch Locations

One Riverway Suite 2000, Houston, TX 77056 • 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
Caz Investments L.P. Houston TX 01/2016 Present
Previous Registrations
  • 2015-11-18 → 2016-02-10
    Zt Wealth Advisory
    Houston, TX
  • 2014-05-02 → 2015-11-02
    Mha Financial Corp
    Westwood, MA
    Houston, TX
  • 2008-07-15 → 2009-02-02
    Lpl Financial Llc
    Houston, TX
  • 2007-07-13 → 2008-07-01
    First Allied Advisory Services, Inc.
    Humble, TX
  • 2006-04-04 → 2007-07-18
    Equitable Advisors, Llc
    The Woodlands, TX
    Woodlands, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-05
  • S66 Uniform Combined State Law Examination
    2014-02-05

View on SEC IAPD

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