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Karla Valeria Saez

Avion Wealth

The Woodlands, TX

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Current Employers
Avion Wealth

2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-11
  • TX RA
    APPROVED
    Since 2026-08-11

Branch Locations

2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • 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
Avion Wealth Llc The Woodlands TX 01/2025 Present
Assemblies Of God U.S. Missions Silver City NM 08/2020 12/2024
Assemblies Of God U.S. Missions College Station TX 08/2018 08/2020
Texas A&M University College Station TX 08/2015 05/2018
Texas A&M University-Launch Office College Station TX 01/2017 12/2017
  • 01/2025 → Present
    Avion Wealth Llc
    The Woodlands, TX
  • 08/2020 → 12/2024
    Assemblies Of God U.S. Missions
    Silver City, NM
  • 08/2018 → 08/2020
    Assemblies Of God U.S. Missions
    College Station , TX
  • 08/2015 → 05/2018
    Texas A&M University
    College Station, TX
  • 01/2017 → 12/2017
    Texas A&M University-Launch Office
    College Station, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-11
  • S65 Uniform Investment Adviser Law Examination
    2026-08-11
Other Names
  • Karla Valeria Melendez Contreras
  • Valerie Saez

View on SEC IAPD

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