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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-02 |
| CO | RA | APPROVED | 2026-07-01 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
509 Wilcox St Ste 202, Castle Rock, CO 80104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Lone Tree | CO | 08/2012 | 11/2022 |
| Schwab Private Client Investment Advisor, Inc. | Lone Tree | CO | 08/2012 | 11/2022 |
| Vm Wealth Partners | Castle Rock | CO | 11/2022 | Present |
| Commonwealth Financial Network | San Diego | CA | 11/2022 | 06/2026 |
| Alongside, Llc | Castle Rock | CO | 07/2026 | Present |
| Oakwood Capital Securities, Inc. | Castle Rock | CO | 07/2026 | Present |
1. Fixed insurance sales; as of 04/26/2023; 1% of time spent during business hours; Conducted at branch; Investment related. 2. Co-Owner, VM Wealth Partners, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 11/28/2022; 1% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, ZRS Corp, a private entity established to facilitate securities, advisory, and insurance business; located in Larkspur, CO, as of 08/16/2023; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-28 |
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