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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-03 |
| TX | RA | APPROVED | 2022-01-04 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tcg Advisors, Lp | Austin | TX | 12/2004 | 07/2020 |
| Hub Investment Partners, Llc | Austin | TX | 07/2020 | Present |
1. Plan Sponsor National Conference; Not investment related; New York, NY; Position: Conference Advisory Board; Nature: I have been asked to be on the advisory board the conference (not the organization) to help think of ideas around speakers, agenda topics, etc; Start: 4/6/2023; Hours a month: 6; Hours during trading: 3. 2. Foundation 99.; Not investment related; Austin, TX; Position: Board Member; Nature: Non-profit; Start: 12/1/2019; Hours a month: 10; Hours during trading: 0. 3. Jared Jamail Memorial Scholarship Fund; Not investment related; Crosby, TX; Position: Board Member; Nature: Non-profit; Start: 1/1/2022; Hours a month: 2; Hours during trading: 0. 4. Gladney Center for Adoption; Not investment related; Fort Worth, TX; Position: Board Member; Nature: Board member for an adoption agency; Start: 10/1/2023; Hours a month: 2; Hours during trading: 0. 5. JStar Management; Yes; Austin, TX; Strategic Business Advisor; 4/2026; 4 hrs per month; 0 hrs during trading; provide market perspective on the institutional investment space to help inform positioning and overall business approach.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-05-05 |
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