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5900 Southwest Parkway Suite 5-520, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-27 |
Branch Locations
5900 Southwest Parkway Suite 5-520, Austin, TX 78735 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 03/2018 | 08/2019 |
| Jordan Health Care | Austin | TX | 11/2017 | 06/2018 |
| Texas Public School Proud | Georgetown | TX | 01/2017 | 03/2018 |
| Tailored Brands | Austin | TX | 11/2014 | 06/2017 |
| Barna Consulting | Austin | TX | 04/2015 | 12/2016 |
| Amazon.cOm | Austin | TX | 02/2018 | 03/2018 |
| Bank Of America, N.A. | Austin | TX | 07/2018 | 08/2019 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 03/2020 | 09/2023 |
| Unemployed | Austin | TX | 09/2019 | 02/2020 |
| Thrivent Advisor Network, Llc | Austin | TX | 07/2020 | 12/2022 |
| 49 Wealth Management Llc | Austin | TX | 01/2023 | 09/2023 |
| Farney Private Wealth Management, Llc (Formerly Farney Holdings) | Austin | TX | 06/2024 | Present |
| Thrivent Advisor Network, Llc | Buda | TX | 01/2024 | 06/2024 |
| Unemployed | Austin | TX | 10/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-14 |
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