Hogan V. Choyce

WEALTH MANAGEMENT GROUP

Houston, TX

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CRD#: 7292652

Professional summary

Hogan Van Choyce, who also goes by Hogan Choyce, is a registered financial advisor currently at WEALTH MANAGEMENT GROUP located in Houston, Texas.

Hogan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Hogan has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hogan Choyce

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.

1) H-E-B-Sanitation Worker, Start date: 02/12/2023, Address: 9722 Fry Road, Cypress, TX 77433 35 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hogan Van Choyce's 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

December 18, 2024 - Present

WEALTH MANAGEMENT GROUP

RIA

CRD#: 108749

Houston, TX

Past

June 28, 2022 - January 15, 2025

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

HOUSTON, TX

Past

October 11, 2021 - January 15, 2025

PARK AVENUE SECURITIES LLC

CRD#: 46173

HOUSTON, TX

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

Ohio
(1/3/2025)

IAR

Texas
(12/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/10/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/15/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 10/11/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 11/14/2020

Securities Industry Essentials Examination

Current Firm

WEALTH MANAGEMENT GROUP

WEALTH MANAGEMENT GROUP | WEALTH MANAGEMENT GROUP, INC. | WEALTH MANAGEMENT GROUP INC

CRD#: 108749 / SEC#: 801-41117

RIA

Registered Investment Advisory firm - (5/12/2004 Terminated)

Ohio

Registered Investment Advisory firm - (3/23/2004 Approved)

Texas

Registered Investment Advisory firm - (12/13/2023 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Tipp City, OH

Mailing Address

Phone number

(937) 877-1280

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	218
AUM (Assets Under Management)	$ 51,558,510

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.

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Hogan V. Choyce

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hogan Van Choyce's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH MANAGEMENT GROUP

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/10/2022

Series 63

Date: 11/15/2021

Series 6TO

Date: 10/11/2021

SIE

Date: 11/14/2020

Current Firm

WEALTH MANAGEMENT GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

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