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Robert M. Wyrick, Jr.

Post Oak Private Wealth Advisors

Houston, TX

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Current Employers
Post Oak Private Wealth Advisors

1200 Smith Street Suite 610, Houston, TX 77002 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-04-20
  • TX RA
    APPROVED
    Since 2012-04-20

Branch Locations

1200 Smith Street Suite 610, Houston, TX 77002 • 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
Post Oak Private Wealth Advisors Houston TX 04/2012 Present
Robert Wyrick, Sole Proprietor Houston TX 03/2009 06/2019
Post Oak Private Wealth Advisors Houston TX 01/2019 Present
Previous Registrations
  • 2011-04-18 → 2014-12-12
    The Retirement Group, Llc
    San Diego, CA
  • 2011-05-02 → 2013-06-12
    Fsc Securities Corporation
    Houston, TX
    Houston, TX
    Magnolia, TX
  • 2006-12-01 → 2011-04-27
    Next Financial Group, Inc.
    Houston, TX
    Houston, TX
  • 2007-11-30 → 2009-03-19
    Alphasource Investment Counsel, Inc
    Houston, TX
  • 2005-10-31 → 2006-12-11
    Osaic Services, Inc.
    Houston, TX
  • 1997-05-30 → 2005-10-31
    Sunamerica Securities, Inc.
    Spring, TX
Other Businesses

1) Post Oak Private Wealth Advisors - INVESTMENT RELATED, 700 Louisiana St., Suite 3950 Houston, TX 77002, Insurance Agent; 01/2019 INSURANCE LICENSED FOR THE SALE OF VARIABLE ANNUITIES AND INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-02-26
S63 Uniform Securities Agent State Law Examination 1992-07-20
  • S65 Uniform Investment Adviser Law Examination
    1999-02-26
  • S63 Uniform Securities Agent State Law Examination
    1992-07-20
Other Names
  • Rob Wyrick
  • Robert M Wyrick
  • Rob Wyrick
  • Rob Martin Wyrick
  • Robert Martin Wyrick
  • Robert M Wyrick

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