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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-03 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tcg Advisors, Lp | Austin | TX | 10/2012 | 08/2021 |
| Tcg Advisory Services Llc | Austin | TX | 07/2020 | 08/2021 |
| Kestra Advisory Services, Llc | Austin | TX | 08/2021 | 03/2022 |
| Gallagher Fiduciary Advisors, Llc | Austin | TX | 04/2022 | Present |
| Hub Investment Partners, Llc | Austin | TX | 01/2025 | Present |
1. Nationwide Consultant Advisory Council, Investment Related, 1 Nationwide Plaza, Columbus, OH 43215, participate on the consultant advisory council (CAC) of nationwide. Attend meetings, provide feedback and insight into what is being seen in the field. 6/11/2025, 2 hours/month, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-23 |
| S66 | Uniform Combined State Law Examination | 2003-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-24 |
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