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3217 Montrose Blvd Suite 228, #5, Houston, TX 77006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-08 |
Branch Locations
3217 Montrose Blvd Suite 228, #5, Houston, TX 77006 • United States
Vernon Hills, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abbvie | North Chicago | IL | 01/2013 | 05/2026 |
| Abundo Wealth | Houston | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-02 |
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