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Sean Kelly Butler

Skb Advisory, LLC

Houston, TX

CRD 6955587

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Employer firm

Skb Advisory, LLC CRD 304778

$2.12M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Skb Advisory, Llc

1035 Dairy Ashford Rd Suite 315, Houston, TX 77079 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-08-27
  • TX RA
    APPROVED
    Since 2019-08-27

Branch Locations

1035 Dairy Ashford Rd Suite 315, Houston, TX 77079 • 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
Sean K Butler Cpa, Llc Houston TX 01/2010 Present
Hd Vest Investment Services Houston TX 05/2018 02/2019
Hd Vest Insurance Agency Llc Irving TX 05/2018 02/2019
  • 01/2010 → Present
    Sean K Butler Cpa, Llc
    Houston, TX
  • 05/2018 → 02/2019
    Hd Vest Investment Services
    Houston, TX
  • 05/2018 → 02/2019
    Hd Vest Insurance Agency Llc
    Irving, TX
Other Businesses

SEAN K BUTLER, CPA, LLC~'NIR'~11111 KATY FREEWAY, SUITE 910~HOUSTON~TX~77079~Accounting Services/Tax Preparation~Owner~6/10/2010~160hrs~1hrs~Manage business completely, including client relations, reviews of work done, marketing of accounting and tax services, networking, manage employees, payroll and payroll tax.|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-09
  • S66 Uniform Combined State Law Examination
    2018-06-09

View on SEC IAPD

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