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3217 Montrose Blvd Suite 228, #5, Houston, TX 77006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-13 |
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
3217 Montrose Blvd Suite 228, #5, Houston, TX 77006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clayton Financial Group, Llc | St. Louis | MO | 08/2015 | 01/2021 |
| Hermoney Media, Inc., Financefixx | New York | NY | 01/2021 | 12/2022 |
| Hutson Gobble | Webster Groves | MO | 02/2021 | 12/2021 |
| Make A Money Mindshift | Morton | IL | 02/2021 | 02/2024 |
| Simple Cfo Solutions | St. Cloud | FL | 12/2021 | 03/2022 |
| Blend Financial, Inc. (Dba Origin Financial) | San Francisco | CA | 06/2022 | 11/2022 |
| Margaret Klokkenga Consulting, Llc | Morton | IL | 12/2021 | 11/2024 |
| Abundo Wealth | Houston | TX | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-11 |
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