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San Antonio, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Resources Investment Advisors, Inc. | Round Rock | TX | 03/2015 | 06/2025 |
| Crescendo Wealth Group, Llc | San Antonio | TX | 12/2025 | Present |
| Self Employed | Round Rock | TX | 07/2025 | 12/2025 |
ARM, LLC Business is not investment Related 1402 East Main Street Round Rock, Texas 78664 401k administration consulting Owner title, or relationship with the other business; 12/01/2025 60 hrs / month 4 Hrs / Day Consult for day to day administration compliance of employer sponsored plans.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-08 |
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