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6420 Bee Caves Road Suite 201, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-23 |
Branch Locations
6420 Bee Caves Road Suite 201, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Columbus | OH | 09/2014 | 07/2017 |
| Axa Advisors, Llc | New York | NY | 07/2017 | 01/2019 |
| Zullo Insurance Strategies, Llc | Austin | TX | 08/2015 | Present |
| Ironbridge Private Wealth, Llc | Austin | TX | 01/2019 | Present |
1) Zullo Insurance Strategies, LLC - Investment Related, Principal/Insurance Agent; Austin TX; Insurance Sales since 08/2015, 10hrs/mo 2) Zestor Hill, LLC - Not Investment Related, Austin, TX 78751, Rental Properties, co-owner since 2/2017, 3hrs/mo, Administer Leasing, Tenant Relationships
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-22 |
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