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2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chamber Of Commerce | The Woodlands | TX | 09/2015 | 04/2024 |
| Avion Wealth | The Woodlands | TX | 05/2024 | 04/2025 |
| Avion Wealth | The Woodlands | TX | 04/2025 | Present |
Partner at J&M Business Solutions, 04/2024 to present. Not investment related. Consulting firm. Works 40 hours per week. PO Box 8802, The Woodlands, TX 77387
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-30 |
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