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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-04 |
Branch Locations
5301 Sw Parkway, Bldg 2 Suite 300, Austin, TX 78735 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Austin | TX | 03/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Austin | TX | 11/2016 | 05/2020 |
| Rbc Capital Markets, Llc | Austin | TX | 05/2020 | Present |
1) GLOBAL FUEL RECYCLING LLC; NOT INVESTMENT RELATED; ORO VALLEY, AZ; DE-FUELING TECHNOLOGY; UP TO 9.9% OWNERSHIP; START 10/2011; MINIMAL TIME DEVOTED; NONE DURING TRADING HOURS. HORSESHOE BAY PROPERTY OWNERS ASSOCIATION, NOT INV RELATED, HORSESHOE BAY, TX, BOARD MEMBER, START 3/21/2020, 2 HOURS PER MONTH, 2 HOURS DURING TRADING, ATTENDING MEETINGS DISCUSSING PROPERTY MANAGEMENT RULES AND VIOLATIONS. (2) NAME OF ENTITY: West Horizon Builders ADDRESS: 1309 Creekstone Drive Cedar Park, TX 78613 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Home Construction CAPACITY: Other START DATE: 2/1/2022 DUTIES: My role is primarily to provide capital to purchase land/lots and to pay for construction costs of spec houses. I will also offer input in land/lot selection, spec home design, finishes and logistics pertaining to construction. In any category, my duties will be limited to input. My partner's role, as the general contractor, is to execute construction of the homes. HOURS DEVOTED PER MONTH: 3 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1 3) NAME OF ENTITY: Accrued Interest LLC ADDRESS: 10803 Chateau Hill Austin,TX 78750 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Holding Company for a second home (to be built in the future). CAPACITY: Owner - Passive START DATE: 08/17/22 DUTIES: A passive entity that exists solely for holding a vacation home. Duties will only include paying bills and maintenance of the property. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (4) NAME OF ENTITY: Craig's Way ADDRESS: 11904 Brookwood Rd Austin, TX 78750 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Small charity that collects donations from UT football game tailgates CAPACITY: Board of Directors * START DATE: 02/21/2024 DUTIES: Planning the food and logistics of approximately 6 tailgate events a year. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-30 |
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