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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-27 |
| IN | RA | APPROVED | 2024-12-23 |
| TX | RA | APPROVED | 2024-12-23 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Millennium Advisory Services, Inc. | Glen Allen | VA | 08/2019 | 01/2025 |
| Hub Investment Partners, Llc | Austin | TX | 12/2024 | Present |
| Ameriprise Financial Services, Inc. | Baton Rouge | LA | 12/1996 | 08/2019 |
1) Kiwanis Club of Downtown Indianapolis; Not business related; Indianapolis, IN; Club; President-Elect; 10/2025; 10 hours per month; 1 hour per month during trading hours; Leading club and board meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-16 |
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