RIA Intelligence

Title

C•••••••••: S•••••••••reportedmsamsa.netfirm site, Sep 16, 2026

Designations

MBAreportedmsamsa.netas printed on the bio page, Sep 16, 2026

Founder

“C•••••••••: S•••••••••”reportedmsamsa.netthe sentence on the bio page

Direct business phone

281-897-0700reportedmsamsa.netfirm site, Sep 16, 2026

Professional profile

msamsa.net/team/michael-sweetreportedmsamsa.netfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• M••••••••• S•••• • A••••••••• I••• independent RIA current
  since Mar 1, 2018 · Houston, Tx
• C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
  Mar 28, 2005 to Dec 31, 2017 · Houston, Tx
• C•••••••• I••••••••• R•••••••• I••• unclassified
  Aug 14, 2002 to Mar 28, 2005 · Celina, Tx

• C•••••••• I••••••••• R••••••• A•••••••• I••• to M••••••••• S•••• • A••••••••• I•••
  left Dec 31, 2017, registered Mar 1, 2018 (60 days) · Other
• C•••••••• I••••••••• R•••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
  left Mar 28, 2005, registered Mar 28, 2005 (0 days) · corporate re-registration, not a move

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

26derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address