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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-02-03
  • TX RA
    APPROVED
    Since 2015-02-03

Branch Locations

1330 Lake Robbins Drive Suite 150, 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
Woodforest National Bank The Woodlands TX 02/2015 Present
Raymond James Financial Services Advisors Inc. The Woodlands TX 02/2015 Present
Greene Wentzler Wealth The Woodlands TX 04/2021 Present
Woodforest Wealth The Woodlands TX 07/2015 Present
  • 02/2015 → Present
    Woodforest National Bank
    The Woodlands, TX
  • 02/2015 → Present
    The Woodlands, TX
  • 04/2021 → Present
    Greene Wentzler Wealth
    The Woodlands, TX
  • 07/2015 → Present
    Woodforest Wealth
    The Woodlands, TX
Other Businesses

(1)Name of Business: Wentzler & Decker Wealth Address: 1330 Lake Robbins Dr Ste 150, The Woodlands, TX, 77380-3268, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is our team name. (2)Name of Business: Woodforest Financial Services, Inc. Address: 1330 Lake Robbins Dr, Ste 150, The Woodlands, TX, 77380, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/28/2015 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Market to clients and prospects (3)Name of Business: Woodforest Wealth Address: 1330 Lake Robbins Dr, Ste 150, The Woodlands, TX, 77380, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/27/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-23
S63 Uniform Securities Agent State Law Examination 2014-08-11
  • S65 Uniform Investment Adviser Law Examination
    2015-01-23
  • S63 Uniform Securities Agent State Law Examination
    2014-08-11
Other Names
  • Rudy Wentzler

View on SEC IAPD

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