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Mdx Wealth Management CRD 161309
$70.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2245 Texas Dr Suite 300, Sugarland, TX 77479 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2016-11-02 |
| NV | RA | APPROVED | 2016-08-22 |
| CA | RA | APPROVED | 2016-06-17 |
| TX | RA | APPROVED | 2013-07-02 |
Branch Locations
2245 Texas Dr Suite 300, Sugarland, TX 77479 • United States
Missouri City, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tamarind Advisors Llc Dba Mdx Wealth Management | Sugarland | TX | 05/2012 | Present |
| Callaway Financial Services Inc Dba Synergy Securities | Houston | TX | 08/2016 | 10/2017 |
1) PACHAR CONSULTING LLC; Missouri City, TX, Investment related Owner, 40hrs/mo 2) HCI; Sugarland TX, Non Investment-related, Contractor, 15hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-23 |
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