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7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-27 |
| TX | RA | APPROVED | 2025-03-27 |
Branch Locations
7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom
24 Greenway Plaza Suite 1812, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cross Border Wealth, Llc | Dubai | 07/2023 | 07/2024 | |
| Wealth Wise Fzco | Dubai | 09/2021 | 09/2024 | |
| Papaelias Financial Solutions | Perth | 01/2016 | 08/2018 | |
| Holborn Assets | Dubai | 02/2020 | 06/2021 | |
| Harrison Rowe Private Wealth | Dubai | 08/2018 | 02/2020 | |
| Gessner Wealth Strategies, Llc | Houston | TX | 09/2024 | 12/2024 |
| Papaelias Financial Solutions | Dubai | 08/2018 | 02/2022 | |
| Tanager Wealth Management, Llp | Houston | TX | 02/2025 | Present |
| Tanager Wealth Management, Llp | Houston | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-06 |
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