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1600 Highway 6 Suite 340, Sugar Land, TX 77478 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-11-10 |
| MS | RA | APPROVED | 2023-11-10 |
| TX | RA | APPROVED | 2023-11-09 |
Branch Locations
1600 Highway 6 Suite 340, Sugar Land, TX 77478 • United States
1575 Sawdust Rd. Suite 150, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 11/2019 | 07/2020 |
| The Vanguard Group, Inc. | Malvern | PA | 07/2020 | 03/2023 |
| Citizen's Bank | Chesterbrook | PA | 09/2019 | 11/2019 |
| Wells Fargo | Norristown | PA | 09/2018 | 09/2019 |
| Valley Forge Casino Resort | Valley Forge | PA | 05/2016 | 08/2018 |
| Homespire Windows And Doors | King Of Prussia | PA | 01/2018 | 02/2018 |
| Illyrian Autoworks, Llc | Norristown | PA | 06/2021 | 03/2023 |
| Rwm Capital, Llc. | Sugar Land | TX | 03/2023 | Present |
| Roberts Wealth Management | Sugar Land | TX | 03/2023 | Present |
(1.) 03/2023 - Present Roberts Wealth Management - Investment Related- Insurance, Tax and Financial Planning Services; Insurance agent; at least 80 hours per month during market trading hours (2.) RWM Capital, LLC; Investment Related; 1650 Highway 6, Suite 250, Sugar Land TX 77478; RIA; IAR; Start Date 09/2023; at least 80 hours per month during market trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-17 |
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