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2700 Post Oak Boulevard 21St Floor, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
Branch Locations
Mazaya Business Avenue Bb1, Dubai 00000 • United Arab Emirates
2700 Post Oak Boulevard 21St Floor, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 09/2019 | 12/2025 |
| Truesquid, Llc - The Wealth And Wellness Training Company | Maineville | OH | 09/2016 | 09/2019 |
| Clorox | Oakland | CA | 08/2007 | 01/2017 |
| Lifetime Fitness | Mason | OH | 01/2017 | 01/2026 |
| Bank Of America, N.A. | Cincinnati | OH | 12/2019 | 12/2025 |
| Skybound Wealth Management Usa, Llc | Houston | TX | 01/2026 | Present |
| Skybound Wealth Management, Llc | Dubai | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-06 |
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