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11044 Research Blvd., Suite A-400, Austin, TX 78759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-08-30 |
Branch Locations
11044 Research Blvd., Suite A-400, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Wealth Strategies Llc | Austin | TX | 09/2013 | Present |
| Lion Street | Austin | TX | 09/2013 | Present |
BROKERAGE. I AM AFFILIATED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-INVESTMENT RELATED INSURANCE PRODUCTS. I AM A PART OWNER OF LION STREET THROUGH WHICH I SELL FIXED INSURANCE PRODUCTS. LEASOR, I LEASE OFFICE SPACE AT 1803 WEST AVE, AUSTIN, TX 78701. I SUBLET OFFICE SPACE TO AN ATTORNEY. I HAVE RECEIVED APPROVAL FOR SHARED SPACE FROM THE WC ZONE. AS LEASOR I COLLECT RENT. THIS ACTIVITY IS NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-16 |
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