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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 | 2024-05-17 |
Branch Locations
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
Grundy, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Owens Cpa & Associates | Vansant | VA | 02/2003 | Present |
| Pruco Securities, Llc. | Bethesda | MD | 03/2016 | 05/2021 |
| Forefront Wealth Partners, Llc | Austin | TX | 05/2024 | Present |
1. Owens CPA & Associates; not investment related; Vansant, VA; accounting firm; President and Owner; 10/1996; 160 hrs/month; 20 hrs/month during securities trading hours; manage accounting firm. 2.B & O Investments~N~17339 RIVERSIDE DRIVE~~VANSANT~VA~24656~Real Estate/Rental Property~Co-Owner~3/2016~2~2,~rental property 3. NEW RIVER ECONOMY DRUG POSITION: co-owner/partner NATURE: Retail Pharmacy INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: PO Box 205, Hurley VA 24606, United States DESCRIPTION: does Tax prep for this OBA 4. BUCHANAN INDUSTRIAL SERVICES, INC POSITION: Partner/Co-Owner NATURE: Labor Leasing Company INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2022 ADDRESS: 17339 Riverside Dr, Vansant VA 24656, United States DESCRIPTION: tax prep and bookkeeping for Buchanan Industrial Services, Inc., a Labor leasing Company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-17 |
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