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Carlos Antonio Perez

Camden Wealth Advisors LLC

Houston, TX

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Current Employers
Camden Wealth Advisors Llc

1707 1/2 Post Oak Boulevard #578, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-06-18
  • TX RA
    APPROVED
    Since 2014-06-18

Branch Locations

Houston, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Accesum Consulting Houston TX 04/2009 Present
Camden Wealth Advisors Houston TX 06/2014 Present
Accesum Global Services Mexico 12/2010 Present
  • 04/2009 → Present
    Accesum Consulting
    Houston, TX
  • 06/2014 → Present
    Camden Wealth Advisors
    Houston, TX
  • 12/2010 → Present
    Accesum Global Services
    Mexico
Previous Registrations
Other Businesses

ACCESUM CONSULTING SERVICES STARTED . 2009 7155 OLD KATY RD. STE. S-275 HOUSTON, TX 77024. BUSINESS (NOT INVESTMENT-RELATED)CONSULTING MARKET DEVELOPMENT IN MEXICO AND LATIN AMERICA. 10 HOURS A WEEK, AND MY POSITION IS CO-OWNER. ACCESUM GLOBAL SERVICES LOCATED AT AVENIDA MEXICO 546 COL. SAN GERONIMO ACULCO MX D.F. 10400. AS AN INDEPENDENT CONTRACTOR I PROVIDE BUSINESS/MANAGEMENT CONSULTING AND REFERRALS TO MEXICAN AND GLOBAL FINANCIAL INSTITUTIONS FOR NON-US RESIDENTS. INVESTMENT RELATED, I SPEND APPROXIMATELY 5 HOURS A MONTH IN THIS BUSINESS. MASCOAT (NON INVESTMENT) 2/2013. ADDRESS: 4310 CAMPBELL RD. HOUSTON TX 77041. BUSINESS DEVELOPMENT & CONSULTING. LESS THAN 10 HOURS A MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-06
S63 Uniform Securities Agent State Law Examination 1992-07-07
  • S65 Uniform Investment Adviser Law Examination
    1998-05-06
  • S63 Uniform Securities Agent State Law Examination
    1992-07-07
Other Names
  • Tony Perez
  • Carlos A Perez

View on SEC IAPD

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