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300 Beardsley Lane, Bldg. D Suite 200, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-16 |
Branch Locations
300 Beardsley Lane, Bldg. D Suite 200, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brinker Capital Securities, Inc. | Berwyn | PA | 01/1998 | 01/2018 |
| Erben | Austin | TX | 01/2018 | Present |
| M Holdings Securities | Portland | OR | 01/2018 | Present |
(1) ERBEN ASSOCIATES; 300 BEARDSLEY LN SUITE D-200, AUSTIN, TX 78746; 1/1/2018; DIRECTOR OF MANAGED ASSETS; INVEST RELATED; 173 HOURS/MONTH, 173 HOURS/MONTH DURING BUSINESS HOURS; EXPENSE REIMBURSEMENT; COMMISSIONS; WAGES, SALARY, TIPS, REFERRALS OR REFERRAL FEES. (2) ERBEN ASSOCIATES RIA; 300 BEARDSLEY LANE D200 AUSTIN, TX 78746; REGISTERED INVESTMENT ADVISOR; INVESTMENT RELATED; DIRECTOR OF MANAGED ASSETS; OVERSEE THIRD PARTY ASSET MANAGERS; 01/25/2018; 160 HOURS PER MONTH; 160 HOURS PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-18 |
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