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1200 Smith Street Suite 610, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-09 |
Branch Locations
1200 Smith Street Suite 610, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Houston | TX | 11/2019 | 11/2021 |
| Full-Time Education | Houston | TX | 08/2010 | 12/2020 |
| Axa Advisors, Llc | Houston | TX | 12/2019 | 01/2020 |
| Post Oak Private Wealth Advisors | Houston | TX | 03/2022 | Present |
| Post Oak Private Wealth Advisors | Houston | TX | 11/2021 | Present |
POST OAK PRIVATE WEALTH ADVISORS; INVESTMENT RELATED; INSURANCE AGENT; SPENDS 1 HOUR PER MONTH DURING TRADING HOURS; INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-01 |
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