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7719 Wood Hollow Drive Ste 216, Austin, TX 78731 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-01 |
Branch Locations
7719 Wood Hollow Drive Ste 216, Austin, TX 78731 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smart Money Group, Llc | Austin | TX | 08/2016 | 11/2017 |
| Calton & Associates, Inc. | Austin | TX | 08/2016 | 12/2024 |
| Waterloo Capital Management | Austin | TX | 12/2017 | 03/2022 |
| Planning Works Advisory, Inc. | Austin | TX | 11/2021 | Present |
1) Self employed Independent Insurance agent. 2) Sole Proprietor doing business as "Featherston Consulting", a consulting firm providing business financial management, transition, and employee benefit consulting services. 3) Owner of Planning Works, Inc., a separate legal entity established for accounting and tax purposes. 4) Owner of the business name "PlanningWork$", a DBA used for marketing purposes to represent various Featherston and Planning Works activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-12 |
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