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429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-15 |
Branch Locations
429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usca Securities Llc | Houston | TX | 12/2010 | 02/2022 |
| Usca Ria Llc | Houston | TX | 12/2010 | 06/2021 |
| U.S. Capital Wealth Advisors, Llc | Austin | TX | 06/2021 | 02/2022 |
| Angeles Wealth Management | Houston | TX | 06/2022 | Present |
| Unemployed | Houston | TX | 02/2022 | 05/2022 |
1) GREATER HOUSTON COMMUNITY FOUNDATION, INVESTMENT-RELATED, 4550 POST OAK PLACE DR., #100, HOUSTON, TX 77027, INVESTMENT COMMITTEE, 01/2002, DEVOTE 1/2 HR PER MONTH, DEVOTE 0 HRS DURING SECURITIES TRADING HRS, OVERSEES THE INVESTMENT CONSULTANT AND VOTE ON INVESTMENT COMMITTEE MATTERS. 2) FAIR DAY FARM, NOT INVESTMENT-RELATED, 2720 ENGELBRECHT ROAD, BURTON, TX, OIL AND GAS LEASE OF FARM PROPERTY, SOLE PROPRIETORSHIP, OWNER OF LAND, 07/2015, 0 HOURS PER MONTH DEVOTED TO ACTIVITY. 3) Goodwill Foundation, Houston TX, Board Member, 5/2016, 1 hour/month, none during market hours 4) Girl Scouts of San Jacinto; non investment-related; Houston, TX; Board Member; 06/2020; >1 hour/month; none during market hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-10 |
| S65 | Uniform Investment Adviser Law Examination | 1993-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-19 |
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