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7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-05-08 |
| FL | RA | APPROVED | 2022-08-16 |
| CA | RA | APPROVED | 2022-05-11 |
| TX | RA | APPROVED | 2021-09-07 |
Branch Locations
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
4 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Austin | TX | 08/2013 | 08/2018 |
| Independent Financial Partners | Dripping Springs | TX | 10/2015 | 02/2020 |
| Ifp Securities, Llc | Dripping Springs | TX | 05/2019 | 02/2020 |
| Calton & Associates, Inc. | Dripping Springs | TX | 02/2020 | 01/2023 |
| Forefront Wealth Partners | Austin | TX | 08/2021 | 04/2024 |
| Your Divorce Made Simple | Austin | TX | 08/2020 | 02/2024 |
| Forefront Insurance Partners | Austin | TX | 04/2021 | Present |
| Elevated Business Partners | Buda | TX | 10/2021 | 02/2024 |
| Calton & Associates, Inc. | Austin | TX | 03/2023 | Present |
| Forefront Wealth Partners | Austin | TX | 04/2024 | Present |
| Equity Comp Advisors | Buda | TX | 11/2025 | Present |
1) Name of Business: Forefront Tax Partners. Non-Investment Related. 7500 Rialto Blvd., Bldg. 1 - Suite 250, Austin, Texas 78735. Title: Partner. Start Date: 02/2021. Hours Per Month: 10-20 Hours. Hours Per Month During Securities Trading Hours: 5-10. Duties: Gather client tax documents, meet with clients to discuss their returns, and prepare and file their tax returns. 2) Name of Business: Forefront Insurance Partners. Non-Investment Related. 7500 Rialto Blvd., Bldg. 1 - Suite 250, Austin, Texas 78735. Title: Partner. Start Date: 04/2021. Hours Per Month: 10-20 Hours. Hours Per Month During Securities Trading Hours: 5-10. Duties: Uncover clients' life insurance needs and sell life insurance products that meet their needs and are in their best interest. 3) Name of Business: Forefront Wealth Partners. Investment Related. 7500 Rialto Blvd., Bldg. 1 - Suite 250, Austin, Texas 78735. Title: CEO. Start Date: 02/2021. Hours Per Month: 100 Hours. Hours Per Month During Securities Trading Hours: 100. Duties: Forefront Wealth Partners, LLC is a Registered Investment Adviser with the state of Texas. We will provide investment management and financial advice. 4) Name of Business: Forefront Advisors Network. Investment Related. 7500 Rialto Blvd., Bldg. 1 - Suite 250, Austin, Texas 78735. Title: Owner. Start Date: 09/2022. Hours Per Month: 10 Hours. Hours Per Month During Securities Trading Hours: 10. Duties: This is a DBA for Forefront Wealth Partners, specifically for IARs to affiliate with our approved outside RIA. 5) Name of Business: Forefront. Investment Related. 7500 Rialto Blvd., Bldg. 1 - Suite 250, Austin, Texas 78735. Title: Owner. Start Date: 11/2022. Hours Per Month: 160. Hours Per Month During Securities Trading Hours: 160. Duties: This is a DBA of Forefront Wealth Partners, LLC our RIA entity 6) Name of Business: Forefront Investment Partners. Investment Related. 7500 Rialto Blvd., Bldg. 1 - Suite 250, Austin, Texas 78735. Title: Owner/Sole Proprietor. Start Date: 08/01/2024. Hours Per Month: 30. Hours Per Month During Securities Trading Hours: 30. Duties: DBA name of our approved outside RIA. 7) Advisor IT Partners; Non-investment related; 153 Clifton Moore St; Buda, TX 78610; This is an IT consulting company for RIAs, financial advisors and investment firms; Partner; Start date: 04/04/2025; Hours/month: 20; Hours/month during securities trading hours: 20; I help with leading the company, sales of managed IT services, marketing and strategy. 8) AgencyOne; Non-investment related; 1445 Research Blvd, Ste 340, Rockville, MD 20850; Insurance agency for my fixed insurance, term, long term care, disability, and fixed annuity business; Position: Agent; Start date: 4/15/2025; Hours/month: 20; Hours/month during securities trading hours: 20; I recommend protection products to clients as part of their financial plan. 9) Equity Comp Advisors; Investment related; 153 Clifton Moore St, Buda, TX 78610; DBA for advisory work with Forefront RIA; Partner; Start Date: 10/20/2025; Hours/month: 20; Hours/month during securities trading hours: 20; Duties: Perform advisor duties for Forefront under a different dba name. 10) Advisor ScaleCon; Non-investment related; 153 Clifton Moore St, Buda, TX 78610; Yearly conference for financial advisors; Partner; Start Date: 11/12/2025; Hours/month: 12; Hours/month during securities trading hours: 12; Duties: Selling tickets for advisor focused conference.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-17 |
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