Charles David Scavone

Current Employers

Oak Harvest Investment Services

920 Memorial City Way Suite 150, Houston, TX 77024 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-01-27

TX RA
APPROVED

Since 2023-01-27

Branch Locations

920 Memorial City Way Suite 150, Houston, TX 77024 • 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 Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Self Employed	Houston	TX	07/2013	02/2022
Pricewaterhousecoopers	Houston	TX	03/2022	01/2023
Oak Harvest Financial Group	Houston	TX	01/2023	Present
Oak Harvest Investment Services	Houston	TX	01/2023	Present

07/2013 → 02/2022

Self Employed

Houston, TX
03/2022 → 01/2023

Pricewaterhousecoopers

Houston, TX
01/2023 → Present

Oak Harvest Financial Group

Houston, TX
01/2023 → Present

Oak Harvest Investment Services

Houston, TX

Previous Registrations

2009-04-03 → 2013-06-13

Patriot Wealth Management, Inc.

Houston, TX
2007-08-14 → 2008-12-31

Rock Ridge Capital Lp

Houston, TX
2003-01-02 → 2004-12-31

Aim Alternative Asset Managers, L.P.

Houston, TX

Current Employers

Oak Harvest Investment Services

Disclosures

Employment History

Previous Registrations

Designations

Other Names

Reviews