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Current Employers
Momentum Private Wealth Management

1900 Cypress Creek Rd. Suite 100, Cedar Park, TX 78613 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-01-07
TX RA APPROVED 2019-10-22
  • CA RA
    APPROVED
    Since 2021-01-07
  • TX RA
    APPROVED
    Since 2019-10-22

Branch Locations

Cedar Park, TX • United States

1900 Cypress Creek Rd. Suite 100, Cedar Park, TX 78613 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Destination Wealth Management Walnut Creek CA 03/2016 07/2019
Momentum Private Wealth Management Llc Cedar Park TX 08/2019 Present
Previous Registrations
Designations

View on SEC IAPD

More in Cedar Park, TX

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