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RIA / WealthAdvisor30 years in industry

DONNA MARIE BEHLER

Advisor at POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 6, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: POST OAK PRIVATE WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 25, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63
First exam: Jul 25, 1996
First registration: Mar 6, 2002
Dual registered: no
Other names: DONNA MARIE DIVEL|DONNA MARIE BEHLER|DONNA MARIE BEHLER|DONNA MARIE RUSSELL
IAPD individual key: 2770361

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
POST OAK PRIVATE WEALTH ADVISORS	Independent wealth	Jun 18, 2013	n/a	yes	HOUSTON, TX	Current employment
FSC SECURITIES CORPORATION	Former SEC adviser	Jun 13, 2012	Jun 14, 2013	no	ATLANTA, GA\|HOUSTON, TX	Previous registration
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Independent wealth	Mar 7, 2011	Jun 11, 2012	no	SCOTTSDALE, AZ\|HOUSTON, TX\|SCHULENBURG, TX	Previous registration
QA3 FINANCIAL LLC	n/a	May 24, 2002	Feb 11, 2011	no	HOUSTON, TX\|OMAHA, NE	Previous registration
TCG ADVISORS, LP	Former SEC adviser	Mar 6, 2002	Sep 16, 2004	no	AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FSC SECURITIES CORPORATION	POST OAK PRIVATE WEALTH ADVISORS	Jun 14, 2013	Jun 18, 2013	4	Firm change	Other
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	FSC SECURITIES CORPORATION	Jun 11, 2012	Jun 13, 2012	2	Firm change	Other
QA3 FINANCIAL LLC	UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Feb 11, 2011	Mar 7, 2011	24	Firm change	Other
TCG ADVISORS, LP	QA3 FINANCIAL LLC	Sep 16, 2004	May 24, 2002	-846	Firm change after gap	Other

Relationships

Registered with (5)

→ POST OAK PRIVATE WEALTH ADVISORSRegistered adviserregistration: current employment
Jun 18, 2013 to presentfactForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jun 13, 2012 to Jun 14, 2013factForm ADV
→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: previous registration
Mar 7, 2011 to Jun 11, 2012factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
May 24, 2002 to Feb 11, 2011factForm ADV
→ TCG ADVISORS, LPRegistered adviserregistration: previous registration
Mar 6, 2002 to Sep 16, 2004factForm ADV

Dated events

No dated event names this entity yet.