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1608 W. 5Th St. Suite 200, Austin, TX 78703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Denver | CO | 03/2014 | 03/2022 |
| Crestone Asset Management, Llc | Boulder | CO | 03/2022 | 12/2022 |
| Caz Investments Lp | Houston | TX | 01/2023 | 10/2024 |
| Capital Creek Partners Llc | Austin | TX | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-01 |
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