Jamie Andrew Tulip

Employer firm

Forth Capital (Usa), LLC CRD 322623

$19.5M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Forth Capital (Usa), Llc

11111 Katy Freeway Suite 910, Houston, TX 77079 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-05-02
TX	RA	APPROVED	2023-01-30

CA RA
APPROVED

Since 2023-05-02
TX RA
APPROVED

Since 2023-01-30

Branch Locations

5 Pontoon Street, Edinburgh EH3 9QQ • United Kingdom

11111 Katy Freeway Suite 910, Houston, TX 77079 • 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

Organization	City	State	From	To
Skybound Wealth Management	Geneva		01/2017	03/2019
Wi Investment Group	Geneva		03/2019	03/2020
Forth Capital Group Limited	Edinburgh		04/2020	Present
Forth Capital (Usa), Llc	Houston	TX	09/2022	Present
London & Country Mortgages	Newcastle Upon Tyne		10/2013	01/2017

01/2017 → 03/2019

Skybound Wealth Management

Geneva
03/2019 → 03/2020

Wi Investment Group

Geneva
04/2020 → Present

Forth Capital Group Limited

Edinburgh
09/2022 → Present

Forth Capital (Usa), Llc

Houston, TX
10/2013 → 01/2017

London & Country Mortgages

Newcastle Upon Tyne

Other Businesses

Forth Capital Group Limited/Forth Capital Advisers Limited; investment-related; Nova House, 3-5 Pontoon Street, Edinburgh, Scotland EH3 9QQ; Chartered Financial Planner and Pension Transfer Specialist; 4/2020 - present; 80-120 hours/month; all during trading hours; financial planning and pension transfers

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-06-14

S65 Uniform Investment Adviser Law Examination

2022-06-14

View on SEC IAPD