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Liem Thanh Hoang

Stillforest Wealth Management

Houston, TX

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Current Employers
Stillforest Wealth Management

1001 S. Dairy Ashford Suite 100-167, Houston, TX 77077 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-08-05
TX RA APPROVED 2024-07-26
  • LA RA
    APPROVED
    Since 2024-08-05
  • TX RA
    APPROVED
    Since 2024-07-26

Branch Locations

1001 S. Dairy Ashford Suite 100-167, Houston, TX 77077 • 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
Dti Knowledge Solutions Houston TX 10/2013 01/2020
Investec Wealth Strategies Houston TX 02/2020 03/2021
Owlfa Llc Houston TX 10/2016 01/2020
Owlfa Llc Houston TX 04/2021 10/2021
Trajan Wealth, L.L.C. Scottsdale AZ 10/2021 09/2023
Owlfa Llc Houston TX 11/2023 07/2024
Stillforest Wealth Management Llc Houston TX 06/2024 Present
  • 10/2013 → 01/2020
    Dti Knowledge Solutions
    Houston, TX
  • 02/2020 → 03/2021
    Investec Wealth Strategies
    Houston, TX
  • 10/2016 → 01/2020
    Owlfa Llc
    Houston, TX
  • 04/2021 → 10/2021
    Owlfa Llc
    Houston, TX
  • 10/2021 → 09/2023
    Trajan Wealth, L.L.C.
    Scottsdale, AZ
  • 11/2023 → 07/2024
    Owlfa Llc
    Houston, TX
  • 06/2024 → Present
    Stillforest Wealth Management Llc
    Houston, TX
Previous Registrations
  • 2023-11-13 → 2024-07-16
    Owlfa Llc
    Houston, TX
  • 2021-11-02 → 2023-10-03
    Trajan Wealth, L.L.C.
    Scottsdale, AZ
    Sugarland, TX
  • 2021-07-06 → 2021-12-22
    Owlfa Llc
    Houston, TX
  • 2020-02-12 → 2021-03-11
    Investec Wealth Strategies
    Houston, TX
  • 2016-10-12 → 2020-02-27
    Owlfa Llc
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-08
  • S65 Uniform Investment Adviser Law Examination
    2016-07-08
Designations
Other Names
  • Liem Hoang

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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