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Steven David Fleuriet

Winnacle Wealth, LLC

Waco, TX

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Current Employers
Winnacle Wealth, Llc

200 W. Hwy 6 Suite 330, Waco, TX 76712 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-02
  • TX RA
    APPROVED
    Since 2025-05-02

Branch Locations

200 W. Hwy 6 Suite 330, Waco, TX 76712 • 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
John Wood Group Plc Houston TX 12/2013 07/2021
Morgan Advanced Materials Plc Windsor Uk 07/2021 05/2023
Winnow Wealth, Llc Waco TX 07/2023 Present
Winnow Wealth, Llc Waco TX 01/2025 Present
  • 12/2013 → 07/2021
    John Wood Group Plc
    Houston, TX
  • 07/2021 → 05/2023
    Morgan Advanced Materials Plc
    Windsor Uk
  • 07/2023 → Present
    Winnow Wealth, Llc
    Waco, TX
  • 01/2025 → Present
    Winnow Wealth, Llc
    Waco, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-01
  • S65 Uniform Investment Adviser Law Examination
    2025-05-01

View on SEC IAPD

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