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9303 New Trails Drive Suite 450, The Woodlands, TX 77381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-25 |
Branch Locations
9303 New Trails Drive Suite 450, The Woodlands, TX 77381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Understandable Solutions | Spring | TX | 10/2019 | 12/2023 |
| Water Street Solutions | Peoria | IL | 06/2016 | 10/2019 |
| Ias Wealth Management | The Woodlands | TX | 12/2023 | Present |
Understandable Solutions, business consulting and executive coaching. There is no investment-related activity. This is also listed under previous employment, but the business still exists legally. Address is 1961 Clancy Ln, Spring, TX 77380 I am the founder and owner. The business started October 2019 I am currently transitioning any remaining clients to IAS Wealth Management and the intent is to terminate Understandable Solutions as a business entity. I typically meet with any remaining clients based on their availability, but ideally not during prime business hours. My role as a business consultant and executive coach is to provide assistance with leadership, professional growth, business acumen, and performance analysis (if applicable).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-24 |
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