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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alvarez & Marsal | New York | NY | 07/2016 | 11/2019 |
| Ironclad Strategies, Llc | Austin | TX | 01/2020 | 01/2021 |
| Life Insurance Agent | Austin | TX | 05/2005 | Present |
| E2 Advisory | Austin | TX | 01/2021 | Present |
| The Leaders Group, Inc. | Littleton | CO | 10/2021 | Present |
| Wns | Mumbai | 07/2021 | Present | |
| Personal Consulting | Austin | TX | 01/2021 | Present |
1.) LIFE INSURANCE PLANNING & CONSULTING - 1/1/2005 - 3007 Creeks Edge Pkwy, Austin, TX 78733 - Sole Proprietor, Sell life insurance, Not Invt Rel, Insurance business, 5 hrs/mo; 5 hrs/mo (during trading hours). 2.) E 2 ADVISORY - 10/15/2021 - 3007 Creeks Edge Pkwy, Austin, TX 78733 - Referral IAR, Refer planning and investment clients, Invt Rel, RIA Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) WNS, non-investment related, Mumbai, India, global provider of business process management and outsourcing solutions, SVP Client Services, 07/2021, 160 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-28 |
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