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1200 Smith Street Suite 610, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-04-20 |
Branch Locations
1200 Smith Street Suite 610, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-20 |
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