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13231 Champion Forest, Suite 200, Houston, TX 77069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-02 |
Branch Locations
13231 Champion Forest, Suite 200, Houston, TX 77069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Partners, Llc | Houston | TX | 04/2014 | Present |
| Madison Avenue Securities, Llc | San Diego | CA | 05/2016 | 03/2018 |
| Ele Advisory Services, Llc | Southfield | MI | 03/2018 | 12/2018 |
| Ele Wealth Advisors, Inc. | Southfield | MI | 03/2018 | 10/2018 |
| Houston Wealth Advisers, Llc | Houston | TX | 10/2018 | Present |
| Ele Advisory Services, Inc. | Houston | TX | 01/2019 | 03/2021 |
1. NAME:SENIOR PARTNERS, INV RELATED:YES, ADDRESS: 13231 CHAMPION FOREST DRIVE, SUITE 200 HOUSTON, TX 77069, NATURE:PRIVATE WEALTH MANAGEMENT, TITLE: DIRECTOR OF OPERATIONS, START:04/21/2014, HOURS/MONTH:120, TRADING HOURS/MONTH:120, DUTIES: GENERAL OVERSIGHT OF BUSINESS ACTIVITIES, COMPLIANCE, AND PERSONNEL MANAGEMENT. 2. NAME:HOUSTON WEALTH ADVISORS, LLC, INV RELATED:YES, ADDRESS: 13231 CHAMPION FOREST DRIVE, SUITE 200 HOUSTON, TX 77069, NATURE:REGISTERED INVESTMENT ADVISOR, TITLE: MANAGING MEMBER, START: PENDING APPROVAL, HOURS/MONTH:80, TRADING HOURS/MONTH:80, DUTIES: WEALTH MANAGEMENT AND ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-08 |
| S66 | Uniform Combined State Law Examination | 2017-11-20 |
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