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5209 Burnet Road Ste. 210, Austin, TX 78756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Point Research & Trading, Llc | Washington | DC | 04/2016 | 06/2019 |
| Monument Wealth Management | Alexandria | VA | 08/2019 | 01/2026 |
| Austin Wealth Managment, Llc | Austin | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-22 |
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