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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-12-18 |
| TX | RA | APPROVED | 2025-12-18 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
1900 S Yale Avenue, Ste 1900, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Tulsa | OK | 04/2015 | 04/2022 |
| Intrust Bank | Tulsa | OK | 04/2015 | 11/2025 |
| Hub Investment Partners | Austin | TX | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-07 |
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