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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-06 |
Branch Locations
11501 Alterra Parkway Suite 440, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade Inc. | Austin | TX | 11/2013 | 03/2018 |
| Jp Morgan Chase Bank, N.A. | Austin | TX | 04/2018 | 06/2021 |
| Capital Advisors, Inc. | Austin | TX | 07/2021 | 06/2026 |
| Corient | Austin | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-19 |
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