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3217 Montrose Blvd Suite 228, #5, Houston, TX 77006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-02-04 |
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
3217 Montrose Blvd Suite 228, #5, Houston, TX 77006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bingham, Osborn, & Scarborough, Llc | San Francisco | CA | 09/2019 | 09/2020 |
| Mercer Advisors | San Francisco | CA | 05/2019 | 08/2019 |
| Sparkpoint / Fremont Family Resource Center | Fremont | CA | 12/2018 | 05/2019 |
| Streetcode Academy | East Palo Alto | CA | 10/2018 | 12/2018 |
| Unemployed | Hayward | CA | 09/2018 | 10/2018 |
| Bake-A-Wish Enterprises Llc | Pleasanton | CA | 07/2018 | 09/2018 |
| Unemployed | San Francisco | CA | 02/2018 | 07/2018 |
| Particle Industries Inc. | San Francisco | CA | 07/2016 | 02/2018 |
| Streetcode Academy | East Palo Alto | CA | 09/2020 | 07/2024 |
| The Afe Society (Nonprofit) | Las Vegas | NV | 04/2022 | 07/2024 |
| Abundo Wealth | Houston | TX | 12/2023 | Present |
1) Self-published author of non-fiction. This is not investment related and not done during trading hours. Started June 2026. 10 hours/month. Duties include research, reading, writing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-04 |
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