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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-09 |
Branch Locations
Cedar Park, TX • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Austin | TX | 04/2010 | 02/2018 |
| Us Capital Wealth Advisors Llc | Austin | TX | 03/2018 | 01/2022 |
| White River Investments | Austin | TX | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-18 |
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