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1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arete Investments, Llc | Houston | TX | 03/2023 | 09/2025 |
| Arete Investments, Llc | Houston | TX | 08/2022 | 09/2025 |
| Quest Trust Company | Houston | TX | 03/2021 | 08/2022 |
| Ablc Of Houston | Houston | TX | 02/2020 | 03/2021 |
| Olive Garden | Spring | TX | 09/2019 | 07/2020 |
| Holy Family School | New York | NY | 05/2019 | 10/2019 |
| Student | New York | NY | 02/2013 | 05/2019 |
| Arete Insurance Services, Llc | Houston | TX | 08/2022 | 09/2025 |
| Icon Wealth Partners, Llc | Houston | TX | 09/2025 | Present |
Arete Insurance Services, LLC; Investment Related; Houston, TX; Non-Variable Insurance; Agent; 08/2022; 88 hrs. per month, 88 hrs. during trading; client onboarding, service, analysis and case preparation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-13 |
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