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1095 Evergreen Circle Suite 200, Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-16 |
Branch Locations
1095 Evergreen Circle Suite 200, Woodlands, TX 77380 • United States
Huixquilucan • Mexico
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Direwolf Wealth Management Llc | The Woodlands | TX | 03/2015 | Present |
| Alveo Wealth Management, Llc | Miami | FL | 02/2016 | 07/2020 |
| Forte Securities Llc | New York | NY | 01/2019 | 05/2019 |
Mr. Giralt is affiliated with Grupo Bursátil Mexicano (GBM), a Mexican investment firm, as an Asesor Financiero Afiliado. In this independent capacity, he provides advisory services to clients of GBM located in Mexico. This activity is conducted entirely outside of, and independent from, his role with Governing Dynamics. Mr. Giralt devotes approximately 20 hours per week to this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-09 |
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