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1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-28 |
Branch Locations
1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
Pearland, TX • United States
Pearland, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-03-07 |
| TX | RA | APPROVED | 2023-02-13 |
Branch Locations
Pearland, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scientific Financial, Llc | Pearland | TX | 02/2023 | Present |
| Integrated Wealth Partners | Pearland | TX | 06/2022 | 09/2022 |
| Dow Inc. | Lake Jackson | TX | 11/2009 | 01/2022 |
| Newretirement Advisors, Llc D/B/A Boldin Advisors | Pearland | TX | 03/2025 | Present |
| Certified Financial Planner Program At Rice University | Houston | TX | 01/2022 | 12/2022 |
1) Ross Dugas is dually registered as an Investment Advisor Representative with NewRetirement, LLC d/b/a Boldin Advisors ("Boldin Advisors") and Scientific Financial, LLC ("Scientific Financial"). Business is conducted from Pearland, TX 77584. Boldin Advisors and Scientific Financial are not affiliated entities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-29 |
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