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Benjamin John Hadley

Skybound Wealth Usa

Houston, TX

Houston, TX

CRD 6598901

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Employer firm

Skybound Wealth Usa CRD 313358

$166M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Skybound Wealth Usa

2700 Post Oak Boulevard 21St Floor, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-05-30
CA RA APPROVED 2024-05-29
TX RA APPROVED 2024-05-28
  • NY RA
    APPROVED
    Since 2024-05-30
  • CA RA
    APPROVED
    Since 2024-05-29
  • TX RA
    APPROVED
    Since 2024-05-28

Branch Locations

Houston, TX • United States

2700 Post Oak Boulevard 21St Floor, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brite Advisors Usa, Inc. New York NY 09/2014 05/2024
Skybound Wealth Management Usa, Llc Houston TX 05/2024 Present
  • 09/2014 → 05/2024
    Brite Advisors Usa, Inc.
    New York, NY
  • 05/2024 → Present
    Skybound Wealth Management Usa, Llc
    Houston, TX
Previous Registrations
  • 2016-01-07 → 2024-12-31
    Brite Advisors Usa, Inc.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-14
  • S65 Uniform Investment Adviser Law Examination
    2015-12-14

View on SEC IAPD

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