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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
2525 Bay Area Blvd Suite 125, Houston, TX 77058 • United States
Kemah, TX • United States
1008 Rr 620 South Ste 202, Lakeway, TX 78734 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Turner Wealth Management, Inc. | Houston | TX | 01/2022 | 12/2023 |
| Bank Of America Merrill Lynch | Houston | TX | 01/2006 | 01/2022 |
| Avantax Investment Services Inc. | Houston | TX | 11/2022 | 09/2025 |
| Avantax Advisory Services | Houston | TX | 11/2022 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Lakeway | TX | 05/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Houston | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) STREAM WEALTH PARTNERS POSITION: Financial Advisor NATURE: Disclosing DBA Name for Turner Wealth Management Inc. We are now going by Stream Wealth Partners. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/09/2023 ADDRESS: 1008 RR 620 South, Ste 202, Lakeway TX 78734, United States DESCRIPTION: N/A - Disclosing DBA. 2) RENTAL PROPERTY POSITION: Owner NATURE: This is a residential rental property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2008 ADDRESS: 1737 Kemah Village Drive, Kemah TX 77565, United States DESCRIPTION: Landlord duties: screen tenants, write rental agreement contracts, collect rent, maintenance of the property or hire contractors for property renovations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-25 |
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