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1616 South Voss Suite 800, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-21 |
Branch Locations
1616 South Voss Suite 800, Houston, TX 77057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kdk Private Wealth Management, Llc | Houston | TX | 01/2019 | 03/2025 |
| Ashton Family | Montgomery | TX | 05/2017 | 01/2019 |
| Kanaly Trust Company | Houston | TX | 11/2014 | 05/2017 |
| Foster Financial Group | Dallas | TX | 04/2025 | 07/2026 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 04/2025 | 07/2026 |
| Kdk Private Wealth Management, Llc | Houston | TX | 07/2026 | Present |
| Kdk Private Wealth Management, Llc | Houston | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-07 |
| S66 | Uniform Combined State Law Examination | 2013-06-28 |
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