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Advisor at AVIDIAN WEALTH SOLUTIONS
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| AVIDIAN WEALTH SOLUTIONS | Independent wealth | Jan 19, 2023 | n/a | yes | HOUSTON, TX | Current employment |
| RJ CAPITAL LLC | Former SEC adviser | Jan 11, 2019 | Jul 28, 2023 | no | Houston, TX | Previous registration |
| RJ CAPITAL, LLC | Former SEC adviser | Dec 3, 2011 | Jan 11, 2019 | no | HOUSTON, TX | Previous registration |
| PIVOT POINT ADVISORS, LLC | Independent wealth | Sep 21, 2010 | Oct 5, 2011 | no | BELLAIRE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RJ CAPITAL LLC | AVIDIAN WEALTH SOLUTIONS | Jul 28, 2023 | Jan 19, 2023 | -190 | Firm change after gap | RIA to RIA |
| RJ CAPITAL, LLC | RJ CAPITAL LLC | Jan 11, 2019 | Jan 11, 2019 | 0 | Channel change | Other |
| PIVOT POINT ADVISORS, LLC | RJ CAPITAL, LLC | Oct 5, 2011 | Dec 3, 2011 | 59 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 297839:127186:TX:2023-07-28 | Jul 28, 2023 | Jan 19, 2023 | HOUSTON, TX | Firm change after gap |
| 118931:297839:TX:2019-01-11 | Jan 11, 2019 | Jan 11, 2019 | HOUSTON, TX | Firm change |