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STEPHANIE IRVING BLAKES
STEPHANIE I. BLAKES, Stephanie I Blakes, STEPHANIE ANNE IRVING
CRD#: 3083697
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Investment Adviser
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Previous Broker
CALDERWOOD FINANCIAL STRATEGIES, INC.CRD#: 313466 8556 Katy Freeway Suite 108
Houston, TX 77024
Registration History
200020022004200620082010201220142016201820202022202420263 FIRMS2013 - 2016 (2 years)IACALDERWOOD FINANCIAL STRATEGIE... (CRD# 313466)2022 - Present (2 years)IASEREN WEALTH ADVISORS, LLC (CRD# 282770)2016 - Present (8 years)BGOLDMAN, SACHS & CO. (CRD# 361)2000 - 2003 (2 years)
License(s)

State Registrations

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Louisiana 12/9/2019

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Texas 3/9/2016

Current Registration(s)
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CALDERWOOD FINANCIAL STRATEGIES, INC. (CRD#:313466)
8556 Katy Freeway Suite 108, Houston, TX 77024
Registered with this firm since 4/13/2022

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SEREN WEALTH ADVISORS, LLC (CRD#:282770)
HOUSTON, TX
Registered with this firm since 3/9/2016

Previous Registration(s)
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05/22/2013 - 03/17/2016 HORNOR, TOWNSEND & KENT, INC. (CRD#:4031) HOUSTON, TX
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04/04/2013 - 03/17/2016 HORNOR, TOWNSEND & KENT, INC. (CRD#:4031) HOUSTON, TX
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05/02/2013 - 03/10/2016 WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC. (CRD#:119127) HOUSTON, TX
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09/07/2000 - 03/19/2003 GOLDMAN, SACHS & CO. (CRD#:361) NEW YORK, NY
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Broker
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Investment Adviser
Disclosures
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