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1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-30 |
| TX | RA | APPROVED | 2022-08-02 |
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 |
|---|---|---|---|---|
| Icon Wealth Partners, Llc | Houston | TX | 08/2016 | 08/2022 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2016 | Present |
| Icon Wealth Advisors, Llc | Houston | TX | 08/2022 | Present |
1) Mr. Pratz is dually-registered with Icon Wealth Partners, LLC ("Icon") and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Mr. Pratz has served as an investment advisor representative for Icon since 8/2016 and a registered representative with PKS since 9/2016. Business is conducted from 1980 Post Oak Boulevard, Suite 1300 Houston, TX 77056. Approximately 90% of Mr. Pratz's time is for services as an investment advisor representative and the balance as a registered representative. 2) Licensed Insurance Agent; investment related; 1980 Post Oak Boulevard, Suite 1300 Houston TX 77056; Insurance Sales - up to 1 hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-14 |
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