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Jack Stanley Lamb

Skybound Wealth Usa

Houston, TX

London

CRD 6900962

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Employer firm

Skybound Wealth Usa CRD 313358

$166M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Skybound Wealth Usa

2700 Post Oak Boulevard 21St Floor, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-06-10
CA RA APPROVED 2024-06-07
TX RA APPROVED 2024-06-07
  • NY RA
    APPROVED
    Since 2024-06-10
  • CA RA
    APPROVED
    Since 2024-06-07
  • TX RA
    APPROVED
    Since 2024-06-07

Branch Locations

2700 Post Oak Boulevard 21St Floor, Houston, TX 77056 • United States

London • United Kingdom

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
OrganizationCityStateFromTo
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
  • 05/2017 → 12/2017
    Unemployed
    York
  • 01/2018 → 01/2019
    Devere Usa Inc.
    New York, NY
  • 09/2013 → 05/2017
    Sheffield Hallam
    Sheffield
  • 01/2019 → 02/2024
    Brite Advisors Usa, Inc.
    New York, NY
  • 04/2024 → Present
    Skybound Wealth Management Usa, Llc
    Houston, TX
  • 03/2024 → 04/2024
    Unemployed
    Port Mulgrave
  • 05/2024 → Present
    Skybound Wealth Management
    London
  • 04/2024 → Present
    Thames Hudson Wealth
    London
  • 05/2024 → 10/2024
    Embark Group
    London
Previous Registrations
  • 2018-01-19 → 2024-07-09
    Brite Advisors Usa, Inc.
    New York, NY
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-08
  • S65 Uniform Investment Adviser Law Examination
    2017-11-08

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

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