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901 S. Mopac Expy Suite 225, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
901 S. Mopac Expy Suite 225, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axiom Capital Management Inc. | New York | NY | 12/2015 | 03/2017 |
| Ascendant Alternative Strategies Llc | Austin | TX | 03/2017 | 01/2019 |
| Xtollo Investment Partners, Llc | Austin | TX | 09/2021 | Present |
| Quasar Distributors, Llc | Austin | TX | 05/2025 | Present |
| Gpb Capital | Austin | TX | 02/2019 | 09/2021 |
1)Xtollo Investment Partners, LLC; Investment Related; Strategic Marketing and Distribution Support; Austin, TX; 9/2021; Managing Director - Chief Market Strategist; 80 Hrs./Mo; Provides strategic direction for the promotion of funds distributed by Quasar Distributors, LLC and model portfolio solutions offered by registered investment advisers. 2) Kensington Asset Management; Investment Related; RIA - Fund Manager; Austin, TX; 9/2021; Managing Director; Lead the development of the firm's investment market outlook, translating macroeconomic and market trends into actionable strategies; 80 Hrs./Mo.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-03 |
| S66 | Uniform Combined State Law Examination | 2014-09-02 |
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