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5209 Burnet Road Ste. 210, Austin, TX 78756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Austin Wealth Management, Llc | Ausitn | TX | 10/2014 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2014 | Present |
1. AUSTIN WEALTH MANAGEMENT, LLC, At Registered Branch Office Location. RIA, 10/2014-PRESENT. 160 HRS/MONTH, 120 HRS/ DURING TRADING. MANAGING PRINCIPLE, MANAGES BUSINESS OPERATIONS AND PROVIDES FINANCIAL ADVICE TO CLIENTS. 2. INDEPENDENT LIFE, DISABILITY, AND LONG TERM CARE INSURANCE BROKER. At Registered Branch Office Location. 2010-PRESENT. 16 HRS/MONTH DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-13 |
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