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LV

Luke O. Vogt

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CRD#: 4662711
LV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Luke Obrien Vogt, who also goes by Luke O Vogt, was a registered financial professional .

Luke is a previously registered financial professional and started their career in finance in 2003. Luke had worked at 3 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Luke O Vogt

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 13, 2019 - March 12, 2021

DEVON INVESTMENT ADVISORY

RIA
CRD#: 300425
San Francisco, CA
Past

March 17, 2006 - August 7, 2007

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
SAN FRANCISCO, CA
Past

September 1, 2003 - June 15, 2005

FIRST NEW YORK SECURITIES L.L.C.

BD
CRD#: 16362
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/24/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 10/21/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


DI
DEVON INVESTMENT ADVISORY
DEVON INVESTMENT ADVISORY | DEVON INVESTMENT ADVISORY, LLC

CRD#: 300425 / SEC#: 801-114850

RIA
Registered Investment Advisory firm - (5/11/2020 Terminated)
California
Registered Investment Advisory firm - (11/2/2025 Terminated)
Michigan
Registered Investment Advisory firm - (10/3/2025 Termination Requested)
Nebraska
Registered Investment Advisory firm - (10/3/2025 Terminated)
Nevada
Registered Investment Advisory firm - (10/3/2025 Termination Requested)
New York
Registered Investment Advisory firm - (10/3/2025 Terminated)
Texas
Registered Investment Advisory firm - (10/3/2025 Terminated)
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Contact information


Main Address
1400 Post Oak Blvd Suite 450, Houston, TX 77056
Mailing Address
Phone number
(713) 309-9090
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DEVON INVESTMENT ADVISORY

CRD#: 300425

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