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Colton A Owen

Financial Synergies

Houston, TX

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Current Employers
Financial Synergies

4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-21
  • TX RA
    APPROVED
    Since 2023-08-21

Branch Locations

4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • 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 Houston TX 06/2023 Present
Financial Synergies Wealth Advisors Houston TX 06/2022 08/2022
Faithbridge Church Spring TX 05/2021 08/2021
Sky Ranch Summer Camps Van TX 06/2020 07/2020
Texas A&M College Station TX 08/2022 06/2023
Student Houston TX 06/2013 06/2023
  • 06/2023 → Present
    Financial Synergies Wealth Advisors
    Houston, TX
  • 06/2022 → 08/2022
    Financial Synergies Wealth Advisors
    Houston, TX
  • 05/2021 → 08/2021
    Faithbridge Church
    Spring, TX
  • 06/2020 → 07/2020
    Sky Ranch Summer Camps
    Van, TX
  • 08/2022 → 06/2023
    Texas A&M
    College Station, TX
  • 06/2013 → 06/2023
    Student
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-21
  • S65 Uniform Investment Adviser Law Examination
    2023-08-21
Designations

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

More in Houston, TX

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