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James David Demarest

Consilium Wealth Advisory, LLC

Frisco, TX

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Current Employers
Consilium Wealth Advisory, Llc

Frisco, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-27
  • TX RA
    APPROVED
    Since 2023-10-27

Branch Locations

Frisco, 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
Consilium Wealth Advisory, Llc Richardson TX 05/2022 Present
Consilium Wealth Advisory Richardson TX 08/2016 05/2022
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-31
  • S65 Uniform Investment Adviser Law Examination
    2023-08-31

View on SEC IAPD

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