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Mdx Wealth Management CRD 161309
$70.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2245 Texas Dr Suite 300, Sugarland, TX 77479 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-03-25 |
Branch Locations
2245 Texas Dr Suite 300, Sugarland, TX 77479 • United States
Spicewood, TX • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Mdx Wealth Management | Sugarland | TX | 10/2012 | Present |
1. CAROL LESTER IRREV TRUST, TRUSTEE; INVESTMENT RELATED; FAMILY MEMBER, 15 HRS/MONTH 2. HIS JOSHUA HOUSE, BOARD MEMBER; NON-INVESTMENT RELATED; 6 HRS/MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-04 |
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