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2700 Post Oak Boulevard 21St Floor, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-26 |
Branch Locations
Calle De La Noria, La Cala De Mijas 29649 • Spain
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 |
|---|---|---|---|---|
| Altitude (Swm Co) | Barcelona | 08/2025 | Present | |
| Nationwide | Swindon | 01/2014 | 10/2018 | |
| Swm Financial Planning Sa | Geneva | 10/2018 | Present | |
| Nexus Global | Ferney-Voltaire | 03/2021 | 07/2025 | |
| Tlc Private Wealth | Woodbridge | 02/2024 | Present | |
| Skybound Wealth Usa | Houston | TX | 11/2025 | Present |
| Skybound Insurance Brokers | La Cala De Mijas | 10/2025 | Present | |
| Skybound Wealth Europe Ltd | Larnaca | 10/2025 | Present |
Business 1 Name: Altitude. Investment-related business: no. Nature of business: consulting. Position: Director. Title/relationship: employee. Start date: 08/26/2025, Number of hours/month: 10. Number of hours during securities trading hours: 0. Duties: director. Address: Carrer de Balmes, 152, Eixample, 08008 Barcelona, Spain. ---- Business 2 Name: TLC Private Wealth. Investment-related business: No. Nature of business: consulting. Position: Director. Title/relationship: employee. Start date: 02/02/2024, Number of hours/month: 10. Number of hours during securities trading hours: 0. Duties: director.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-11 |
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