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Inactive

Alexander Amundson

Avion Wealth

The Woodlands, TX

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Current Employers
Avion Wealth

2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-13
  • TX RA
    APPROVED
    Since 2026-04-13

Branch Locations

2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • 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
Regency Investment Advisors, Inc. Fresno CA 09/2015 03/2019
Lpl Financial Llc Fresno CA 04/2019 02/2022
Strategic Wealth Advisors Group Sacramento CA 07/2019 02/2020
Strategic Wealth Advisors Group Sacramento CA 02/2020 02/2022
Royal Alliance 827 Vintage Ave CA 02/2022 04/2022
Lpl Financial Llc Clovis CA 05/2022 11/2024
Ameriprise Financial Services, Llc Mercer Island WA 11/2024 04/2026
Avion Wealth The Woodlands TX 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-07-09
S66 Uniform Combined State Law Examination 2014-06-30
  • S63 Uniform Securities Agent State Law Examination
    2019-07-09
  • S66 Uniform Combined State Law Examination
    2014-06-30
Other Names
  • Alexander Amundson
  • Alexander Eric Amundson
  • Alex Amundson

View on SEC IAPD

Other Firms

PROVIDENT WEALTH ADVISORS, 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.
WORLD INVESTMENT ADVISORS, LLC

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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