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801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED | 2025-12-05 |
Branch Locations
Greenville, SC • United States
801 Barton Springs Rd, Austin, TX 78704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simplifi, Inc. (Formerly Known As Sigdestad Financial, Inc.) | San Diego | CA | 05/2014 | 11/2022 |
| Living Well Financial Advisors, Llc | Greenville | SC | 12/2021 | 12/2022 |
| Origin Financial | Boston | MA | 09/2022 | 11/2022 |
| Belpointe Asset Management, Llc | Reno | NV | 11/2022 | 11/2025 |
| Ase Private Wealth | Greenville | SC | 11/2022 | 11/2025 |
| Root Financial Partners | Encinitas | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-28 |
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