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Kelli Mccorkle Byrd

Bpw Advisory Services LLC

Houston, TX

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Current Employers
Bpw Advisory Services Llc

770 S Post Oak Lane Ste 101, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-21
  • TX RA
    APPROVED
    Since 2024-11-21

Branch Locations

770 S Post Oak Lane Ste 101, 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
Wade & Company, Llp Houston TX 01/2003 Present
Bpw Advisory Services Llc Houston TX 07/2024 Present
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-13
  • S65 Uniform Investment Adviser Law Examination
    2024-02-13
Other Names
  • Kelli D Byrd
  • Kelli Dawn Mccorkle
  • Kelli D Mccorkle
  • Kelli Mccorkle
  • Kelli Byrd

View on SEC IAPD

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