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800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-21 |
Branch Locations
3103 Bee Caves Road Suite 238, Austin, TX 78746 • United States
800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equistar Wealth Management Llc | Austin | TX | 10/2018 | 05/2024 |
| Ruedi Wealth Management | Champaign | IL | 09/2014 | 12/2017 |
| Unemployed | Dripping Springs | TX | 01/2018 | 10/2018 |
| Avidian Wealth Solutions, Llc | Houston | TX | 05/2024 | 11/2024 |
| Avidian Wealth Enterprises, Llc (Dba) Avidian Wealth Solutions | Houston | TX | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-24 |
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