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3500 Jefferson Street Suite 315, Austin, TX 78731 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-26 |
Branch Locations
3500 Jefferson Street Suite 315, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephens Inc | Austin | TX | 11/2012 | 09/2019 |
| Cfm Wealth Partners Llc | Austin | TX | 09/2019 | Present |
The Seton Fund - 1206 W. 38th Street, #4200, Austin, TX - Not investment related - Trustee/Treasurer/Investment Committee Chair - Non profit hospital foundation - January 2019 - 2 hours per month devoted to the other business - minimal hours devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-06 |
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