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Andrew Robert Casey

Precedent Wealth Partners, LLC

Houston, TX

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Current Employers
Precedent Wealth Partners, Llc

1800 West Loop South Suite 1400, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-10
  • TX RA
    APPROVED
    Since 2023-07-10

Branch Locations

1800 West Loop South Suite 1400, 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
Precedent Wealth Partners Houston TX 06/2025 Present
Lja Engineering, Inc Houston TX 12/2018 06/2020
Lja Engineering, Inc Houston TX 06/2015 12/2018
Lja Engineering, Inc Houston TX 06/2020 04/2023
Precedent Wealth Partners Houston TX 04/2023 06/2025
  • 06/2025 → Present
    Precedent Wealth Partners
    Houston, TX
  • 12/2018 → 06/2020
    Lja Engineering, Inc
    Houston, TX
  • 06/2015 → 12/2018
    Lja Engineering, Inc
    Houston, TX
  • 06/2020 → 04/2023
    Lja Engineering, Inc
    Houston, TX
  • 04/2023 → 06/2025
    Precedent Wealth Partners
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-17
  • S65 Uniform Investment Adviser Law Examination
    2023-06-17
Designations

View on SEC IAPD

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