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Mark Baker Mcadams

Icon Wealth Partners

Houston, TX

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Current Employers
Icon Wealth Partners

1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-01
  • TX RA
    APPROVED
    Since 2022-08-01

Branch Locations

1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • 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
Morgan Stanley Smith Barney Houston TX 06/2009 02/2017
Morgan Stanley Private Bank, National Association New York NY 06/2009 02/2017
Icon Wealth Partners, Llc Houston TX 02/2017 08/2022
Purshe Kaplan Sterling Investments, Inc. Albany NY 03/2017 09/2024
Icon Wealth Advisors, Llc Houston TX 02/2017 Present
  • 06/2009 → 02/2017
    Morgan Stanley Smith Barney
    Houston, TX
  • 06/2009 → 02/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 02/2017 → 08/2022
    Icon Wealth Partners, Llc
    Houston, TX
  • 03/2017 → 09/2024
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 02/2017 → Present
    Icon Wealth Advisors, Llc
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-05-23
S63 Uniform Securities Agent State Law Examination 1993-12-14
  • S65 Uniform Investment Adviser Law Examination
    1997-05-23
  • S63 Uniform Securities Agent State Law Examination
    1993-12-14

View on SEC IAPD

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PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
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