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MICHAEL JOSEPH CREGAN
CRD#: 1164240
IA
Investment Adviser
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Previous Broker
ICON WEALTH PARTNERSCRD#: 319609 1980 POST OAK BOULEVARD
SUITE 1300
HOUSTON, TX 77056
Registration History
198519901995200020052010201520202025IAICON WEALTH PARTNERS (CRD# 319609)2022 - Present (2 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2018 - 2021 (3 years)BAVALON WEALTH MANAGEMENT LLC (CRD# 162745)2013 - 2013 (<1 year)BELEVATION, LLC (CRD# 140341)2012 - 2013 (<1 year)BJ.P. MORGAN SECURITIES INC. (CRD# 18718)2001 - 2002 (<1 year)BCHASE SECURITIES OF TEXAS, INC. (CRD# 17116)1990 - 2001 (10 years)BCHASE SECURITIES INC. (CRD# 18718)1997 - 1998 (1 year)BLOVETT UNDERWOOD NEUHAUS & WEB... (CRD# 22540)1989 - 1990 (<1 year)BUNDERWOOD, NEUHAUS & CO., INCO... (CRD# 839)1989 - 1989 (<1 year)BPAINEWEBBER INCORPORATED (CRD# 8174)1985 - 1989 (3 years)IAICON WEALTH PARTNERS, LLC (CRD# 283098)2018 - 2022 (4 years)IAAVALON ADVISORS LLC (CRD# 112556)2013 - 2018 (4 years)IAAVALON ADVISORS LLC (CRD# 112556)2002 - 2011 (9 years)
Disclosure(s)
View By:
7/25/2011
Criminal
Final Disposition
License(s)

State Registrations

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Texas 8/5/2022

Current Registration(s)
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ICON WEALTH PARTNERS (CRD#:319609)
1980 POST OAK BOULEVARD SUITE 1300, HOUSTON, TX 77056
Registered with this firm since 8/5/2022

Previous Registration(s)
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08/01/2018 - 08/01/2022 ICON WEALTH PARTNERS, LLC (CRD#:283098) HOUSTON, TX
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10/02/2018 - 11/04/2021 PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747) Houston, TX
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05/20/2013 - 04/02/2018 AVALON ADVISORS LLC (CRD#:112556) HOUSTON, TX
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05/14/2013 - 12/31/2013 AVALON WEALTH MANAGEMENT LLC (CRD#:162745) HOUSTON, TX
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10/09/2012 - 05/16/2013 ELEVATION, LLC (CRD#:140341) HOUSTON, TX
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05/17/2002 - 08/19/2011 AVALON ADVISORS LLC (CRD#:112556) HOUSTON, TX
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06/22/2001 - 03/04/2002 J.P. MORGAN SECURITIES INC. (CRD#:18718) NEW YORK, NY
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09/19/1990 - 07/26/2001 CHASE SECURITIES OF TEXAS, INC. (CRD#:17116) HOUSTON, TX
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01/10/1997 - 12/08/1998 CHASE SECURITIES INC. (CRD#:18718) NEW YORK, NY
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11/13/1989 - 07/11/1990 LOVETT UNDERWOOD NEUHAUS & WEBB, INC. (CRD#:22540)
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03/27/1989 - 11/13/1989 UNDERWOOD, NEUHAUS & CO., INCORPORATED (CRD#:839) HOUSTON, TX
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10/22/1985 - 01/28/1989 PAINEWEBBER INCORPORATED (CRD#:8174)
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Disclosures
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