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9050 N. Capital Texas Hwy #320, Austin, TX 78759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED_RES | 2026-01-13 |
Branch Locations
9050 N. Capital Texas Hwy #320, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Terra Advisory | Tampa | FL | 07/2015 | Present |
| Tysh Investments | Tampa | FL | 02/2014 | 02/2020 |
| City Capital Advisors | Chicago | IL | 01/2022 | 04/2024 |
| Cairi Legacy Partners | Austin | TX | 05/2025 | Present |
| Old City Securities, Llc | New York | NY | 04/2024 | 02/2025 |
| Britehorn Securities | Denver | CO | 01/2026 | Present |
1) Founder and Owner of Terra Advisory since May 2015. Business consulting company with investment- and non-investment-related activities. Investment-related activities are either M&A advisory or institutional private placement and supervised by Britehorn Securities. Working from home in FL. Approximately 5-10 hours per week. terra-advisory.com 2) CIO at Cairi Legacy Partners since May 2025 (dually registered as IA via Ironhorn Advisors, SEC-registered). Single family office based in Austin, TX. Rep helps steward family wealth and business, operate portfolio to invest in new opportunities, and similar activities (all covered by Series 65). Investment related, supervised by Ironhorn Advisors. Working from home in FL. Approximately 40 hours per week. www.cairilegacypartners.com. NOTE: Distinctly separate entities, activities, communications (emails), and disclaimers from all business conducted under Terra (and supervised by Britehorn) above.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-31 |
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