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2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-15 |
Branch Locations
2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safeguard Investment Advisory Group, Llc | Scottsdale | AZ | 01/2025 | 04/2025 |
| Tfo Family Office Partners | Phoenix | AZ | 06/2023 | 12/2023 |
| Lockton Companies | Scottsdale | AZ | 01/2024 | 01/2025 |
| Cannon Beach Chamber Of Commerce | Cannon Beach | OR | 06/2020 | 09/2020 |
| Astoria Golf & Country Club | Warrenton | OR | 06/2016 | 10/2019 |
| Grand Canyon University | Phoenix | AZ | 09/2020 | 12/2023 |
| Seaside High School | Seaside | OR | 09/2016 | 07/2020 |
| Dutch Bro's | Phoenix | AZ | 01/2022 | 05/2022 |
| Avion Wealth | The Woodlands | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-27 |
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