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Adam Philip Lawrence

Tanglewood Total Wealth Management, Inc.

Houston, TX

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Current Employers
Tanglewood Total Wealth Management, Inc.

1400 Post Oak Blvd Suite 800, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-29
  • TX RA
    APPROVED
    Since 2024-07-29

Branch Locations

1400 Post Oak Blvd Suite 800, Houston, TX 77056 • 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
Financial Synergies Wealth Advisors, Inc. Houston TX 02/2022 05/2024
Kpmg Houston TX 01/2021 01/2022
Unemployed Houston TX 06/2020 12/2020
Texas A&M University - College Station College Station TX 07/2014 05/2020
Tanglewood Total Wealth Management, Inc. Houston TX 07/2024 Present
  • 02/2022 → 05/2024
    Financial Synergies Wealth Advisors, Inc.
    Houston, TX
  • 01/2021 → 01/2022
    Kpmg
    Houston, TX
  • 06/2020 → 12/2020
    Unemployed
    Houston, TX
  • 07/2014 → 05/2020
    Texas A&M University - College Station
    College Station, TX
  • 07/2024 → Present
    Tanglewood Total Wealth Management, Inc.
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-25
  • S65 Uniform Investment Adviser Law Examination
    2022-07-25
Designations
Other Names
  • Adam Lawrence

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
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