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2700 Post Oak Boulevard 21St Floor, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-10 |
| CA | RA | APPROVED | 2024-06-07 |
| TX | RA | APPROVED | 2024-06-07 |
Branch Locations
2700 Post Oak Boulevard 21St Floor, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | York | 05/2017 | 12/2017 | |
| Devere Usa Inc. | New York | NY | 01/2018 | 01/2019 |
| Sheffield Hallam | Sheffield | 09/2013 | 05/2017 | |
| Brite Advisors Usa, Inc. | New York | NY | 01/2019 | 02/2024 |
| Skybound Wealth Management Usa, Llc | Houston | TX | 04/2024 | Present |
| Unemployed | Port Mulgrave | 03/2024 | 04/2024 | |
| Skybound Wealth Management | London | 05/2024 | Present | |
| Thames Hudson Wealth | London | 04/2024 | Present | |
| Embark Group | London | 05/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-08 |
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