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500 W. 13Th Street, Austin, TX 78701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-25 |
Branch Locations
500 W. 13Th Street, Austin, TX 78701 • UNITED STATES
Cedar Park, TX • 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 |
|---|---|---|---|---|
| Fresenius | Austin | TX | 09/2014 | 04/2019 |
| Realized Holdings | Austin | TX | 04/2019 | Present |
| Wealthforge | Richmond | VA | 05/2019 | 10/2019 |
| Realized Financial, Inc. | Austin | TX | 11/2019 | Present |
Realized Holdings. 500 W. 13th Street, Austin, Texas 78701. Investment Related. Consultant. 04/15/2019. 160 hr/mo and 160 hr/mo during trading. Real estate and 1031 consulting. JBGoodwin. Real Estate Agent. Not investment related. 07/05/2015. 401 Paso Fino Cove, Cedar Park, TX 78613. 1hr per mo/1hr per month during trading. I act as a real estate agent on my own home purchases and sales and will occasionally work for family members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-13 |
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