KY
Kelvin M. York
GOLDENSTATE WEALTH MANAGEMENT
HUMBLE, TX
CRD#: 8242156
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KY
Kelvin Marrell York JrGOLDENSTATE WEALTH MANAGEMENT
Professional summary
Kelvin Marrell York Jr is a registered financial advisor currently at GOLDENSTATE WEALTH MANAGEMENT located in Humble, Texas.
Kelvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Kelvin has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kelvin Marrell York Jr'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®
NoneExperience
Current
June 12, 2026 - Present
GOLDENSTATE WEALTH MANAGEMENT
RIA
CRD#: 341355
HUMBLE, 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
Texas(6/12/2026)
Current Firm
GW
GOLDENSTATE WEALTH MANAGEMENT
GOLDENSTATE WEALTH MANAGEMENT | GOLDENSTATE WEALTH MANAGEMENT LLC
CRD#: 341355 / SEC#:
Texas
Registered Investment Advisory firm - (6/12/2026 Approved)Loading...
Contact information
Main Address
Humble, TX
Mailing Address
Phone number
(225) 776-9957
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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