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550 Post Oak Blvd Suite 407, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-05-13 |
| TX | RA | APPROVED | 2019-02-25 |
Branch Locations
550 Post Oak Blvd Suite 407, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Traveling | Houston | TX | 04/2016 | 01/2017 |
| Wealth Design Group, Llc | Houston | TX | 01/2017 | 02/2019 |
| Park Avenue Securities | Houston | TX | 05/2017 | 02/2019 |
| Presidio Financial, Llc | Houston | TX | 02/2019 | Present |
| Matthew Dockall, Sole Proprietor | Houston | TX | 02/2017 | Present |
| Park Avenue Securities Llc | Houston | TX | 07/2017 | 01/2019 |
| Dockall Financial Stewardship, Llc | Houston | TX | 01/2025 | Present |
1. Pastoral Support Staff I coordinate a church event on Saturday Nights for the students Start: 11/01/2016 Address: 6218 Auden St Houston, TX 77005 8 non bus hrs per month Not investment related 2. Matthew Dockall, Sole Proprietor Insurance Agent Investment related Start:02/2017 Address: Houston, TX Hours: 30/mo with 20 during securities trading Description: Sales and service of insurance products 3. Dockall Financial Stewardship, LLC Managing Member Not-Investment related Start:01/2025 Address: Houston, TX Hours: 0/mo with 0 during securities trading Description: Holding Company for Presidio Financial, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-09 |
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