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Timothy Robert Garcia-Prats

Financial Synergies

Houston, TX

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Current Employers
Financial Synergies

4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-15
  • TX RA
    APPROVED
    Since 2022-08-15

Branch Locations

4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • 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
Financial Synergies Wealth Advisors, Inc. Houston TX 08/2022 Present
Financial Synergies Wealth Advisors, Inc. Houston TX 02/2022 08/2022
University Of Houston Houston TX 01/2021 01/2022
Wireless Distributor Networks, Llc Northbrook IL 08/2019 12/2020
Wireless Distributor Networks, Llc Northbrook IL 06/2016 07/2019
  • 08/2022 → Present
    Financial Synergies Wealth Advisors, Inc.
    Houston, TX
  • 02/2022 → 08/2022
    Financial Synergies Wealth Advisors, Inc.
    Houston, TX
  • 01/2021 → 01/2022
    University Of Houston
    Houston, TX
  • 08/2019 → 12/2020
    Wireless Distributor Networks, Llc
    Northbrook, IL
  • 06/2016 → 07/2019
    Wireless Distributor Networks, Llc
    Northbrook, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-29
  • S65 Uniform Investment Adviser Law Examination
    2022-07-29
Other Names
  • Tim Garcia-Prats
  • Timothy Garcia-Prats

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

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