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Inactive

Cary Seth Marger

Position Wealth

The Woodlands, TX

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Current Employers
Position Wealth

2001 Timberloch Place Suite 500, The Woodlands, TX 77380 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2024-07-25
FL RA APPROVED 2023-06-27
UT RA APPROVED 2023-03-24
LA RA APPROVED 2023-03-07
TX RA APPROVED_RES 2023-03-06
CA RA APPROVED 2023-03-03
  • NV RA
    APPROVED
    Since 2024-07-25
  • FL RA
    APPROVED
    Since 2023-06-27
  • UT RA
    APPROVED
    Since 2023-03-24
  • LA RA
    APPROVED
    Since 2023-03-07
  • TX RA
    APPROVED_RES
    Since 2023-03-06
  • CA RA
    APPROVED
    Since 2023-03-03

Branch Locations

2001 Timberloch Place Suite 500, The Woodlands, TX 77380 • 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
Merrill Lynch Salt Lake City UT 04/2014 09/2019
Tcwp Llc Dba Position Wealth Salt Lake City UT 09/2019 05/2023
Position Wealth Llc The Woodlands TX 02/2023 Present
  • 04/2014 → 09/2019
    Merrill Lynch
    Salt Lake City, UT
  • 09/2019 → 05/2023
    Tcwp Llc Dba Position Wealth
    Salt Lake City, UT
  • 02/2023 → Present
    Position Wealth Llc
    The Woodlands, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-12
  • S66 Uniform Combined State Law Examination
    2010-03-12
Other Names
  • Cary Seth Marger
  • Cary Marger
  • Cary S Marger

View on SEC IAPD

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PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

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