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6200 Savoy Dr. #300, Houston, TX 77036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Houston | TX | 04/2015 | 01/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2025 |
| Motley Fool Wealth Management, Llc | Alexandria | VA | 01/2025 | 12/2025 |
| Lpl Financial | Houston | TX | 01/2026 | Present |
| Jaykay Wealth Advisors, Inc. | Houston | TX | 03/2026 | Present |
1. 01/2026-Jaykay Wealth Advisors Inc-DBA for LPL Business (entity for LPL business)-Inv Related-160 Hours per month-160 Hours during trading- At reported business location(s). 2. 03/17/2026 - Jaykay Wealth Advisors Inc - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 01/28/2026 - 160 hours per month/ 160 hours during trading - I provide investment advisory services through Jaykay Wealth Advisors Inc, an independent investment advisor firm. I started this business activity in 01/2026. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-17 |
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