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Current Employers
Rhame & Gorrell Wealth Management

1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-14
  • TX RA
    APPROVED
    Since 2023-11-14

Branch Locations

1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380 • 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 Fka Efficient Wealth Managment The Woodlands TX 04/2017 10/2023
Pricewaterhousecooper Dubai 06/2016 09/2016
Unemployed The Woodlands TX 10/2016 03/2017
Rhame & Gorrell Wealth Management The Woodlands TX 11/2023 Present
  • 04/2017 → 10/2023
    Avion Wealth Fka Efficient Wealth Managment
    The Woodlands, TX
  • 06/2016 → 09/2016
    Pricewaterhousecooper
    Dubai
  • 10/2016 → 03/2017
    Unemployed
    The Woodlands, TX
  • 11/2023 → Present
    The Woodlands, TX
Previous Registrations
Other Businesses

1) Storage Facility - Owner. 3/2020 to Present. Not Investment Related. All duties are performed by co-owner (spouse).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-22
  • S65 Uniform Investment Adviser Law Examination
    2017-08-22
Designations
Other Names
  • Cydney Santos Pineda

View on SEC IAPD

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