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Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-09-07 |
| TX | RA | APPROVED | 2020-10-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Houston | TX | 01/2015 | 11/2016 |
| City National Rochdale | New York City | NY | 05/2017 | 07/2017 |
| Integrity Financial Planning, Llc | Katy | TX | 09/2020 | Present |
| Consilium Wealth Consulting, Llc | Katy | TX | 01/2009 | 08/2020 |
Michael Todd Smurl provides WealthTech consulting through an affiliation with F2 Strategy and is working as a specialist with Apple Inc. Approximately 15% of his time is spent on these activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-09 |
| S66 | Uniform Combined State Law Examination | 2002-12-23 |
| S65 | Uniform Investment Adviser Law Examination | 1992-11-24 |
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