Inactive

Michael Scott Baldermann

Trb Wealth Management, LLC

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Current Employers

Trb Wealth Management, Llc

9821 Katy Freeway, Suite 110, Houston, TX 77024 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-11-04

TX RA
APPROVED

Since 2024-11-04

Branch Locations

320 W. Eagle Drive, Unit 100, Denton, TX 76201 • United States

9821 Katy Freeway, Suite 110, Houston, TX 77024 • 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

Organization	City	State	From	To
Fusion Advantage	Irving	TX	08/2023	03/2024
Swiss Select Advisors	Dallas	TX	06/2016	06/2023
The Vant Group	Dallas	TX	03/2015	05/2016
Southern Methodist University	Dallas	TX	06/2015	12/2017
Trb Wealth Management, Llc	Denton	TX	09/2024	Present
Unemployed	Celina	TX	03/2024	09/2024
Texas Regional Bank	Denton	TX	09/2024	Present

08/2023 → 03/2024

Fusion Advantage

Irving, TX
06/2016 → 06/2023

Swiss Select Advisors

Dallas, TX
03/2015 → 05/2016

The Vant Group

Dallas, TX
06/2015 → 12/2017

Southern Methodist University

Dallas, TX
09/2024 → Present

Trb Wealth Management, Llc

Denton, TX
03/2024 → 09/2024

Unemployed

Celina, TX
09/2024 → Present

Texas Regional Bank

Denton, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-11-04

S65 Uniform Investment Adviser Law Examination

2024-11-04

Other Names

Michael, Scott Baldermann

View on SEC IAPD

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