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4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-29 |
Branch Locations
4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsi Advisory Group Inc. | Houston | TX | 08/1980 | Present |
| Self-Employed | Houston | TX | 06/1988 | Present |
| Pinewold Hoa | Houston | TX | 04/2011 | Present |
| Cetera Advisors Llc | Denver | CO | 01/2013 | Present |
| Financial Synergies Wealth Advisors, Inc. | Houston | TX | 10/2025 | Present |
1.FSI ADVISORY GROUP INC, START 1995, 1770 ST JAMES #360 HOUSTON, TX 77056, REGISTERED INVESTMENT ADVISOR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-02-25 |
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