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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-15 |
Branch Locations
105 Decker Ct Suite 730, Irving, TX 75062 • United States
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
105 Decker Court Suite 730, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-29 |
Branch Locations
105 Decker Court Suite 730, Irving, TX 75062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 01/2016 | 03/2023 |
| Cottonwood Capital | Irving | TX | 01/2016 | Present |
| Alongside, Llc Dba Cottonwood Capital | Irving | TX | 04/2026 | Present |
Co-Owner & Partner of Cottonwood Ventures, LLC. Nature: a private entity established to facilitate securities, advisory, and insurance business; Address: 105 Decker Ct., Ste. 730, Irving, TX 75062; Start dates: 01/03/2022; 100% of time spent during business hours; 0 hours spent outside business hours; Conducted at branch in Irving, TX.; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-04 |
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