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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-12 |
Branch Locations
111 Congress Ave Suite 1830, Austin, TX 78701 • 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 |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Windsor | CT | 09/2014 | 10/2016 |
| Voya Financial | Windsor | CT | 09/2014 | 10/2016 |
| Infinex Investments, Inc. | Meriden | CT | 10/2016 | 05/2018 |
| Kestra Financial | Austin | TX | 05/2018 | 04/2019 |
| Realized Holdings | Austin | TX | 06/2019 | 01/2023 |
| Wealthforge | Richmond | VA | 07/2019 | 11/2019 |
| Thornhill Securities | Austin | TX | 11/2019 | 01/2023 |
| Cibc Private Wealth Advisors | Austin | TX | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-30 |
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