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Robert Lee Berger

Founder Family Financial, LLC

Austin, TX

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Current Employers
Founder Family Financial, Llc

5524 Bee Caves Rd Bldg A1, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2014-08-11
  • SC RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2014-08-11

Branch Locations

5524 Bee Caves Rd Bldg A1, Austin, TX 78746 • 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
Founder Family Financial, Llc Austin TX 06/2014 Present
Previous Registrations
  • 2011-05-27 → 2014-08-25
    J.J.B. Hilliard, W.L. Lyons, Llc
    Florence, SC
Other Businesses

1) BS HOLDINGS LLC - NON INVESTMENT RELATED-616 IVANHOE DRIVE, FLORENCE, SC 29505-OWNERSHIP AND MANAGE OF RESIDENTIAL RENTAL PROPERTY.CONSULTANT - WIFE IS PARTNER 2009. WILL BE ONGOING. I DEVOTE LESS THAN 1 HOURS PER MONTH WHICH IS NOT DURING TRADING HOURS. 2) PORCH PALS, LLC; INVESTMENT RELATED; 3004 OAKHAVEN DRIVE AUSTIN TEXAS 78704 UNITED STATES; POOLED INVESTMENT VEHICLE THAT MADE A ONTIME INVESTMENT IN PORCHPASS, LLC.; GENERAL PARTNER; MR. BERGER SERVES AS THE PRIMARY POINT PERSON WHEN IT COMES TO HANDLING, FACILITATING, AND NEGOTIATING MATERIAL EVENTS ON BEHALF OF PORCHPALS, LLC. THIS INCLUDES, BUT IS NOT LIMITED TO, RAISING CAPITAL FOR ADDITIONAL LOANS, NEGOTIATING LOAN TERMS, SECURING EQUITY INTERESTS, CONDUCTING INDEPENDENT VALUATIONS, AND PROVIDING RETURN-ON-INVESTMENT DISTRIBUTIONS TO THE UNDERLYING INVESTORS.; START DATE: 2024-10-01; HOURS PER MONTH DURING TRADING HOURS: 1; HOURS PER MONTH OUTSIDE TRADING HOURS: 0. 3) F3 VENTURES, LLC; INVESTMENT RELATED; 3004 OAKHAVEN DRIVE AUSTIN TEXAS 78704 UNITED STATES; SINGLE PERSON LLC WHICH POOLED CAPITAL FROM FIRM CLIENTS AND PROVIDED COMMERCIAL LOANS EXCEEDING $5 MILLION TO TWO PRIVATE COMPANIES.; MANAGING MEMBER; MR. BERGER SERVES AS THE PRIMARY POINT PERSON WHEN IT COMES TO HANDLING, FACILITATING, AND NEGOTIATING MATERIAL EVENTS ON BEHALF OF F3 VENTURES, LLC. THIS INCLUDES, BUT IS NOT LIMITED TO, RAISING CAPITAL FOR ADDITIONAL LOANS, NEGOTIATING LOAN TERMS, ACQUIRING BOARD-SEAT REPRESENTATION, SECURING EQUITY INTERESTS, CONDUCTING INDEPENDENT VALUATIONS, AND PROVIDING RETURN-ON-INVESTMENT DISTRIBUTIONS TO THE UNDERLYING INVESTORS; START DATE: 2020-09-01; HOURS PER MONTH DURING TRADING HOURS: 1; HOURS PER MONTH OUTSIDE TRADING HOURS: 1. 4) ACTIVE CAPITAL PALS, LLINVESTMENT RELATED; 3004 OAKHAVEN DRIVE AUSTIN TEXAS 78704 UNITED STATES; POOLED INVESTMENT VEHICLE THAT INVESTED IN ANOTHER PRIVATE EQUITY FUND. (NO OTHER INVESTMENTS WILL BE MADE); MANAGING MEMBER; MR. BERGER SERVES AS THE PRIMARY POINT PERSON WHEN IT COMES TO HANDLING, FACILITATING, AND NEGOTIATING MATEEVENTS ON BEHALF OF F3 VENTURES, LLC. THIS INCLUDES, BUT IS NOT LIMITED TO, RAISING CAPITAL FOR ADDITIONAL LOANS, NEGOTIATING LOAN TERMS, SECURING EQUITY INTERESTS, CONDUCTING INDEPENDENT VALUATIONS, AND PROVIDING RETURN-ON-INVESTMENT DISTRIBUTIONS TO THE UNDERLYING INVESTORS. MR. BERGER RECEIVES NO COMPENSATION FOR THIS ACTIVITY.; START DATE: 2025-12-01; HOURS PER MONTH DURING TRADING HOURS: 1; HOURS PER MONTH OUTSIDE TRADING HOURS: 0.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-25
  • S66 Uniform Combined State Law Examination
    2011-05-25
Other Names
  • Rob Berger
  • Robbie Berger

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