Best Investors Account Sign in
Inactive

Susan Schmidt Bryant

Arrowroot Family Office, LLC

Marina Del Rey, CA

Dallas, TX

Claim This Profile
Current Employers
Arrowroot Family Office, Llc

4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-18
  • TX RA
    APPROVED
    Since 2024-10-18

Branch Locations

4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States

1341 W Mockingbird Lane Suite 600W, Pmb #503, Dallas, TX 75247 • 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
Arrowroot Family Office, Llc Dallas TX 05/2024 Present
Unboxed Advisors, Llc Dallas TX 06/2023 Present
The Mb Group, Llc Plano TX 05/2006 04/2023
  • 05/2024 → Present
    Arrowroot Family Office, Llc
    Dallas, TX
  • 06/2023 → Present
    Unboxed Advisors, Llc
    Dallas, TX
  • 05/2006 → 04/2023
    The Mb Group, Llc
    Plano, TX
Other Businesses

Unboxed Advisors, LLC; Not investment-related; 1341 W Mockingbird Ste600W PMB 503 Dallas TX 75247; Accounting, Tax & Business Advisory Services; CEO; 7/19/2023, start date; 100 hours per month; 6 hours during trading hours; Client Advisory.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-27
  • S65 Uniform Investment Adviser Law Examination
    2024-01-27

View on SEC IAPD

Other Firms

ARROWROOT CAPITAL MANAGEMENT, LLC
SILICON BEACH WEALTH, LLC
ARCA CAPITAL MANAGEMENT
ARCA INVESTMENT MANAGEMENT, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
AB HHELIO ASSOCIATES, INC.
CLIFFWATER LLC

Other Investors

IRENE GERASIMOS APERGIS
ROBERTO FRANCISCO SANTOS
MATTHEW JOHN MARSHALL
Michael Rodolfo Milla Villarica
CRYSTAL ANNETTE MCMAHON
Rory S Henry
Matthew Scott McEwen
Rachel Paige Young

Other Offices

ARROWROOT CAPITAL MANAGEMENT, LLC · MARINA DEL REY, CA
SILICON BEACH WEALTH, LLC · MARINA DEL REY, CA
ARCA CAPITAL MANAGEMENT · MARINA DEL REY, CA
ARCA INVESTMENT MANAGEMENT, LLC · MARINA DEL REY, CA
EDWARD JONES · MARINA DEL REY, CA
J.P. MORGAN SECURITIES LLC · MARINA DEL REY, CA
AB HHELIO ASSOCIATES, INC. · MARINA DEL REY, CA
CLIFFWATER LLC · MARINA DEL REY, CA

More in Marina Del Rey, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor