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1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED | 2022-08-05 |
Branch Locations
1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • 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 |
|---|---|---|---|---|
| Avalon Advisors, Llc | Houston | TX | 05/2013 | 03/2018 |
| Icon Wealth Partners, Llc | Houston | TX | 06/2018 | 08/2022 |
| Purshe Kaplan Sterling Investments, Inc. | Houston | TX | 08/2018 | 11/2021 |
| Icon Wealth Advisors, Llc | Houston | TX | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-11 |
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