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Callen James Campbell

Advocates Wealth Planning

Houston, TX

CRD 7757014

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Employer firm

Advocates Wealth Planning CRD 138612

$448M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Advocates Wealth Planning

920 Memorial City Way Suite 250, Houston, TX 77024 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-05-13
TX RA APPROVED 2025-04-18
  • LA RA
    APPROVED
    Since 2025-05-13
  • TX RA
    APPROVED
    Since 2025-04-18

Branch Locations

920 Memorial City Way Suite 250, Houston, TX 77024 • 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
Stephen F Austin University Nacogdoches TX 08/2019 05/2023
Concenture Wealth Houston TX 06/2023 08/2023
Sanctuary Advisors Llc Houston TX 09/2023 Present
Cypress Woods High School Cypress TX 08/2015 06/2019
  • 08/2019 → 05/2023
    Stephen F Austin University
    Nacogdoches, TX
  • 06/2023 → 08/2023
    Concenture Wealth
    Houston, TX
  • 09/2023 → Present
    Sanctuary Advisors Llc
    Houston, TX
  • 08/2015 → 06/2019
    Cypress Woods High School
    Cypress, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-19
  • S65 Uniform Investment Adviser Law Examination
    2023-10-19

View on SEC IAPD

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