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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-10 |
Branch Locations
1034 Canyon Bend Dr. #A, Dripping Springs, TX 78620 • United States
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Austin | TX | 06/2016 | 01/2020 |
| Dama Financial Group/Dama Technology | Austin | TX | 01/2020 | 02/2020 |
| Morgan Stanley | Austin | TX | 06/2020 | 02/2022 |
| Morgan Stanley | New York | NY | 07/2020 | 02/2022 |
| Comerica Securities | Austin | TX | 01/2022 | 05/2023 |
| Ironoak Wealth Llc | Cedar Park | TX | 05/2023 | 06/2026 |
| Independent Insurance Agent | Cedar Park | TX | 10/2020 | Present |
| Aly Ventures Llc | Austin | TX | 02/2023 | Present |
| Hutter Athletics Llc | Austin | TX | 01/2023 | Present |
| Bisi Inc. | Austin | TX | 07/2020 | Present |
| Willow Ridge Terlingua Llc | Austin | TX | 03/2021 | Present |
| Stay-At-Home Mother | Austin | TX | 03/2020 | 04/2020 |
| Women In Multifamily Association Dba Wiseher | Leander | TX | 12/2023 | Present |
| Bisi Inc. | Austin | TX | 03/2021 | 12/2024 |
| Legacy Wealth Management, Llc | Boise | ID | 06/2026 | Present |
1) Willow Ridge Terlingua LLC. The business is investment related. The address is 2321 Cypress Point East, Austin, TX 78746. The LLC operates two campsites on the land. I am a passive owner of the LLC. The start date of the relationship was March 2021. The approximate number of hours/month you devote to the other business is 1. The number of hours devoted to the other business during securities trading hours is 0. 2) BiSi Inc., The business is not investment related. The address is 1034 Canyon Bend Drive, Unit A, Dripping Springs, TX 78620. The nature of the business is ownership of a commercial building of a crossfit gym. The start date of the relationship is 7/1/22. The approximate number of hours/month devoted to this business is 40. The number of hours devoted to this business during securities trading hours is 0. My husband and I are purchasing a commercial building. My husband will be operating a crossfit gym out of the building . 3) ALY Ventures LLC. The business is investment related. The address is 2321 Cypress Point East, Austin, TX 78746. The nature of the business is real estate investments. I am a passive owner of the LLC. The start date of the relationship is 2/15/23. The approximate number of hours/month devoted to this business is 1. The number of hours devoted to this business during securities trading hours is 0. My husband will be managing any rental activities. This is a home in CO we are purchasing to use as a second home but also to rent out to Short Term Renters to cover our carrying costs. 4)Women in Multifamily Association DBA WiseHer. This business is not investment related. The address is 17909 North Rim Dr. Leander TX. The nature of the business is to be a member in an organization that benefits women in multifamily professionals group. I am a member of the LLC. The start date of the relationship is 12/15/23. The approximate number of hours/month devoted to this business is 2. The number of hours devoted to this business during securities trading hours is 0. I plan to provide guidance/feedback about the organization's work. 5) Congregation Agudas Achim; No; Hart Lane, TX; Non-Profit; President Elect; 05/2024; 10/ HRS MO; 1/ HRS MO; Oversee the congregation business, board of directors and matters of the temple 6) Hutter Athletics, not investment related, 1034 Canyon Bend Dr. #A, Dripping Springs, TX 78620, Home Rental, Co-Owner, Co-Owner, January 2023, essentially zero hours spent, none during trading, merely a co-owner. 7) Sole proprietor, not investment related, 1034 Canyon Bend Dr. #A, Dripping Springs, TX 78620, Insurance Agent, Insurance Agent, October 2020, about 10 hours a month on this business, about five hours a month during trading hours, insurance reviews, proposals and sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-29 |
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