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Current Employers
Yendrey Wealth Management Llc

5606 North Navarro Suite 200-J, Victoria, TX 77904 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-10-29
  • TX RA
    APPROVED
    Since 2018-10-29

Branch Locations

Victoria, TX • United States

5606 North Navarro Suite 200-J, Victoria, TX 77904 • 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
Yendrey Wealth Management, Llc Victoria TX 10/2018 Present
Yendrey Wealth Management, Llc Victoria TX 07/2017 Present
Formosa Point Comfort TX 08/2014 03/2023
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-18
S66 Uniform Combined State Law Examination 2006-11-04
  • S65 Uniform Investment Adviser Law Examination
    2018-05-18
  • S66 Uniform Combined State Law Examination
    2006-11-04

View on SEC IAPD

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