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1701 Simond Avenue Unit 104, Austin, TX 78723 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-23 |
Branch Locations
1701 Simond Avenue Unit 104, Austin, TX 78723 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Austin | TX | 09/2005 | 03/2023 |
| Carlin Wealth Management Group, Llc | Austin | TX | 03/2023 | Present |
1. Business Ownership; Monaco Car Club; President CEO and founder; It will be an exotic car share business for people who like to occasionally use an exciting car, but don't want the hassle of owning one.; Not Investment Related; June 2018; 1-9 hours per month; 0 during trading hours. 2. Board Member and Treasurer for the Down Syndrome Association of Central Texas; not investment-related, 4006 N Lamar Blvd, Austin, TX 78756; 1 hour per month during securities trading hours. 3. Board Member for the Parkside Mueller Board; not investment-related, residence condominiums, 1701 Simond Ave, Austin, TX 78723; 1 hour per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-15 |
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