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Current Employers
Astoria Strategic Wealth, Inc.

New Braunfels, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-03
  • TX RA
    APPROVED
    Since 2023-10-03

Branch Locations

Humble, TX • United States

New Braunfels, TX • 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
Astoria Strategic Wealth, Inc. Conroe TX 09/2023 Present
Full Time Student Humble TX 01/2013 07/2019
Chi Baylor St. Luke's Hospital Houston TX 07/2019 02/2021
Houston Methodist Hospital Houston TX 02/2021 Present
Astoria Strategic Wealth, Inc. Conroe TX 01/2023 01/2024
Mayo Clinic Hospital, Methodist Campus Rochester MN 06/2018 08/2018
  • 09/2023 → Present
    Conroe, TX
  • 01/2013 → 07/2019
    Full Time Student
    Humble, TX
  • 07/2019 → 02/2021
    Chi Baylor St. Luke's Hospital
    Houston, TX
  • 02/2021 → Present
    Houston Methodist Hospital
    Houston, TX
  • 01/2023 → 01/2024
    Conroe, TX
  • 06/2018 → 08/2018
    Mayo Clinic Hospital, Methodist Campus
    Rochester, MN
Other Businesses

Houston Methodist Hospital; Not Investment Related; Houston, TX; Registered Nurse/ Clinical Resource Nurse; 02/2021; 18/MO; 0/MO DURING TRADING HOURS; Works as a PRN

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-01
  • S65 Uniform Investment Adviser Law Examination
    2023-09-01
Other Names
  • Taylor Moulton

View on SEC IAPD

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