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James Allen Atkinson

Avidian Wealth Solutions

Houston, TX

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Current Employers
Avidian Wealth Solutions

800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-03-05
  • TX RA
    APPROVED
    Since 2019-03-05

Branch Locations

800 Town & Country Blvd Ste 220, Houston, TX 77024 • 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
Fidelity Brokerage Services Llc Westlake TX 10/2013 12/2018
Avidian Wealth Solutions F/K/A Sta Wealth Management, Llc Houston TX 02/2019 Present
  • 10/2013 → 12/2018
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 02/2019 → Present
    Avidian Wealth Solutions F/K/A Sta Wealth Management, Llc
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-27
S63 Uniform Securities Agent State Law Examination 1993-05-20
  • S66 Uniform Combined State Law Examination
    2012-02-27
  • S63 Uniform Securities Agent State Law Examination
    1993-05-20

View on SEC IAPD

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