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Inactive

Oanh Kim Ton

Avidian Wealth Solutions

Sugar Land, 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 2018-11-13
  • TX RA
    APPROVED
    Since 2018-11-13

Branch Locations

13131 Dairy Ashford Rd, Sugar Land, TX 77478 • 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
J.P. Morgan Securities Llc Sugarland TX 11/2001 10/2018
Avidian Wealth Solutions, Llc F/K/A Sta Wealth Management, Llc Houston TX 10/2018 Present
  • 11/2001 → 10/2018
    J.P. Morgan Securities Llc
    Sugarland, TX
  • 10/2018 → Present
    Avidian Wealth Solutions, Llc F/K/A Sta Wealth Management, Llc
    Houston, TX
Previous Registrations
  • 2012-10-01 → 2018-10-18
    J.P. Morgan Securities Llc
    Sugar Land, TX
  • 2009-06-30 → 2012-10-01
    Chase Investment Services Corp.
    Sugarland, TX
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-06-25
S63 Uniform Securities Agent State Law Examination 1996-01-05
  • S65 Uniform Investment Adviser Law Examination
    2009-06-25
  • S63 Uniform Securities Agent State Law Examination
    1996-01-05
Other Names
  • Kim Ton

View on SEC IAPD

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WESLEY OWEN BALES
JAMES BRYANT HAWRYLUK
DAVID BRYAN TEEL
Mark Anthony Leifrig

Other Offices

LPL FINANCIAL LLC · SUGAR LAND, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Sugar Land, TX
LPL FINANCIAL LLC · SUGAR LAND, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SUGAR LAND, TX
WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE · SUGAR LAND, TX
B.D. STERLING · SUGAR LAND, TX
LPL FINANCIAL LLC · SUGAR LAND, TX
SWEETWATER FINANCIAL ADVISORS, LLC · SUGAR LAND, TX

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