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Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-11-10 |
| TX | RA | APPROVED | 2021-03-09 |
Branch Locations
6750 West Loop S, Suite 725, Bellaire, TX 77401 • United States
Houston, TX • United States
6750 West Loop S, Suite 725, Bellaire, TX 77401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-18 |
Branch Locations
6750 West Loop S, Suite 725, Bellaire, TX 77401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Street Professional Services Llc | Bellaire | TX | 01/2018 | Present |
| Sirius Solutions | Houston | TX | 08/2013 | 03/2018 |
| Smart Group Houston | Houston | TX | 02/2020 | 10/2021 |
| Integrity Financial Planning, Llc | Katy | TX | 03/2021 | Present |
1) January 2018, Ryan Firth is the owner of Mercer Street Personal Financial Services, a registered investment adviser in which he provides Financial Planning and Investment Advisory Services. He spends approximately 75% of his time working for Mercer Street Personal Financial Services. 2) March 2021, Ryan Firth is a financial planner and investment adviser representative of Integrity Financial Planning, an independent and unaffiliated third-party financial planning firm that is registered as an investment adviser. He spends approximately 25% of his time working for Integrity Financial Planning. His client relationships with Integrity Financial Planning and Mercer Street Personal Financial Services are separate and distinct, and therefore this relationship is not anticipated to present a conflict of interest.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-09 |
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