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800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-21 |
Branch Locations
3103 Bee Caves Rd Suite 238, Austin, TX 78746 • United States
800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equistar Wealth Management, Llc | Austin | TX | 09/2008 | 05/2024 |
| Avidian Wealth Management, Llc | Houston | TX | 05/2024 | Present |
Jenny Fleming serves as the managing member of Equistar Wealth Management, LLC which was formed in 2008. Equistar was previously registered as an Investment Advisory Firm. As of 05/15/2024 Equistar will no longer conduct investment-related business. This entity will serve as a personal LLC for consulting purposes as well as to wind down the non-investment / business activities associated with Equistar. Any investment-related advice provided by Jenny Fleming will be conducted through Avidian Wealth Solutions, LLC. Business Address: 3103 Bee Caves Road, Suite 238, Austin, TX 798746 Jenny Fleming devotes approximately 12 hours a month to Equistar, during securities trading hours.
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