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770 S Post Oak Lane Ste 101, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-21 |
Branch Locations
770 S Post Oak Lane Ste 101, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wade & Company, Llp | Houston | TX | 01/2003 | Present |
| Bpw Advisory Services Llc | Houston | TX | 07/2024 | Present |
CPA, Partner with Wade & Company, LLP. Kelli McCorkle Byrd is the registered agent of several entities: KVJ Investments LLC (previous shareholder with no current ownership), MBGB Investments (sole owner with no activity at this time), McCoil Inc, McCorkle Insurance Services Inc, Texas Gulf Restoration LLC, and Insure this Boat LLC. KVJ Investments LLC owns Virgil E Smith Insurance Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-13 |
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