Houston Slade Holden Scott

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

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

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-05-19

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	09/2022	09/2024
Dmb Data Inc	Boston	MA	03/2022	05/2022
Jersey Mikes	Naples	FL	01/2022	03/2022
Cato Institute	Washington D.C.	DC	09/2021	12/2021
Greenhills High School	Ann Arbor	MI	09/2013	06/2017
Unemployed	Boston	MA	06/2022	08/2022
University Of Michigan	Ann Arbor	MI	09/2017	04/2021
Unemployed	Ann Arbor	MI	05/2021	08/2021
Bank Of America, N.A.	Boston	MA	12/2022	09/2024
Unemployed	Boston	MA	10/2024	04/2025
Edelman Financial Engines	Santa Clara	CA	05/2025	Present

09/2022 → 09/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
03/2022 → 05/2022

Dmb Data Inc

Boston, MA
01/2022 → 03/2022

Jersey Mikes

Naples, FL
09/2021 → 12/2021

Cato Institute

Washington D.C., DC
09/2013 → 06/2017

Greenhills High School

Ann Arbor, MI
06/2022 → 08/2022

Unemployed

Boston, MA
09/2017 → 04/2021

University Of Michigan

Ann Arbor, MI
05/2021 → 08/2021

Unemployed

Ann Arbor, MI
12/2022 → 09/2024

Bank Of America, N.A.

Boston, MA
10/2024 → 04/2025

Unemployed

Boston, MA
05/2025 → Present

Edelman Financial Engines

Santa Clara, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-16

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