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8601 Ranch Road 2222 Building 1, Suite 230, Austin, TX 78730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-02-23 |
Branch Locations
1127 Judson Rd. Ste. 110, Longview, TX 75601 • United States
8601 Ranch Road 2222 Building 1, Suite 230, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Austin | TX | 02/2014 | 02/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2017 |
| Lake Hills Wealth Management, Llc | Longview | TX | 02/2017 | Present |
Fin & Forest, LLC not investment-related private residence in Longview, TX consulting Founder/CEO 04/14/2024 8 hours per month 0 hours during trading Serve as fractional CFO Lake Hills Masterminds, LLC not investment-related 8601 Ranch Road 2222, Building 1, Suite 230, Austin, TX 78730 professional development organization Founder & Member 06/05/2019 10 hours per month all hours during trading general management and group facilitation; help set up new accounts/analyze data
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-28 |
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