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Joyce Wealth Management, LLC CRD 325221
$483M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7880 San Felipe Suite 115, Houston, TX 77063 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-04 |
Branch Locations
7880 San Felipe Suite 115, Houston, TX 77063 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Houston | TX | 05/2013 | 05/2023 |
| J.D. Joyce Investment Management Group, Llc | Houston | TX | 05/2013 | 05/2023 |
| Joyce Wealth Management, Llc | Houston | TX | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-09-15 |
| S65 | Uniform Investment Adviser Law Examination | 1993-09-15 |
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