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200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-06 |
Branch Locations
401 Congress Suite 3200, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments Llc | Camas | WA | 12/2019 | 12/2020 |
| Kestra Financial Llc | Austin | TX | 03/2021 | 01/2022 |
| J.P. Morgan Securities Llc | New York | NY | 04/2022 | 11/2023 |
| Family Financial Llc | Manhattan Beach | CA | 10/2024 | 03/2025 |
| Unemployed | Austin | TX | 12/2023 | 09/2024 |
| Tapfin/Ey | Austin | TX | 06/2025 | Present |
| Graduate School | North Olmsted | OH | 06/2018 | 10/2019 |
| Key Corp | Cleveland | OH | 06/2015 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-05 |
| S65 | Uniform Investment Adviser Law Examination | 2020-02-03 |
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