AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DO

Devoda D. Owens

RIA ADVISORS
Houston, TX 77079
Some features on this profile are disabled
CRD#: 6582546
DO

Professional summary


Devoda D Owens, who also goes by Devoda Dejon Owens, is a registered financial advisor currently at RIA ADVISORS located in Houston, Texas.

Devoda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Devoda has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Devoda Dejon Owens

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) - RIA


Click below to view Devoda D Owens's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

July 10, 2025 - Present

RIA ADVISORS

Office #1: 11750 Katy Freeway Suite 840, Houston, TX 77079
RIA
CRD#: 150661
Houston, TX
Past

July 29, 2024 - April 28, 2025

PRIME CAPITAL FINANCIAL

RIA
CRD#: 288712
Houston, TX
Past

August 26, 2022 - July 15, 2024

LINSCOMB WEALTH, INC.

RIA
CRD#: 106779
HOUSTON, TX
Past

October 6, 2021 - July 20, 2022

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA
CRD#: 110921
Tampa, FL
Past

October 26, 2020 - October 20, 2021

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
MILWAUKEE, WI
Past

September 9, 2020 - October 20, 2021

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
RIA ADVISORS
ADVANCED WEALTH STRATEGIES GROUP | SIMPLEVISOR | RIA ADVISORS | NTBD ADVISORS, LLC | CLARITY FINANCIAL, LLC | ANIMAS CAPITAL

CRD#: 150661 / SEC#: 801-77832

RIA
Registered Investment Advisory firm - (4/16/2013 Approved)
Arizona
Registered Investment Advisory firm - (4/23/2013 Terminated)
Louisiana
Registered Investment Advisory firm - (4/25/2013 Terminated)
Oklahoma
Registered Investment Advisory firm - (4/23/2013 Terminated)
Texas
Registered Investment Advisory firm - (4/23/2013 Terminated)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(7/10/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/19/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/8/2020
General Securities Representative Examination
General Industry/Product Exam

Current Firm


RA
RIA ADVISORS
ADVANCED WEALTH STRATEGIES GROUP | SIMPLEVISOR | RIA ADVISORS | NTBD ADVISORS, LLC | CLARITY FINANCIAL, LLC | ANIMAS CAPITAL

CRD#: 150661 / SEC#: 801-77832

RIA
Registered Investment Advisory firm - (4/16/2013 Approved)
Arizona
Registered Investment Advisory firm - (4/23/2013 Terminated)
Louisiana
Registered Investment Advisory firm - (4/25/2013 Terminated)
Oklahoma
Registered Investment Advisory firm - (4/23/2013 Terminated)
Texas
Registered Investment Advisory firm - (4/23/2013 Terminated)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
11750 Katy Freeway Suite 840, Houston, TX 77079
Mailing Address
Phone number
(281) 501-1791
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (34 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 - CLARITY FINANCIAL, LLC (5/5/2025)

Regulatory assets under management


Total Number of Accounts3,581
AUM (Assets Under Management)$ 1,530,453,633

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


RIA ADVISORS

CRD#: 150661Houston, TX 77079

TRUST BUT VERIFY

Monitor Devoda Owens

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Troy Lynn Wootton Jr
Troy WoottonAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Sugar Land, TX
Darren Dindinger
Darren DindingerAdvisorCheck Check Mark
ALLWORTH FINANCIAL, L.P.
IAR
RR
Orting, WA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics