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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-04-15 |
| MD | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2024-06-18 |
| TX | RA | APPROVED | 2024-06-17 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Burlingame | CA | 08/2016 | 01/2017 |
| Td Ameritrade, Inc. | Austin | TX | 05/2019 | 04/2021 |
| Charles Schwab & Co | Bethesda | MD | 02/2017 | 05/2019 |
| Charles Schwab & Co | Bethesda | MD | 04/2021 | 03/2023 |
| Charles Schwab Bank, Ssb | Bethesda | MD | 04/2021 | 03/2023 |
| Jpmorgan Chase Bank Na | Houston | TX | 03/2023 | 05/2024 |
| Jpmorgan Securities Llc | Houston | TX | 03/2023 | 05/2024 |
| Self-Employed | Houston | TX | 02/2023 | Present |
| Self-Employed (Vintagesbysunshine) | Houston | TX | 11/2022 | 05/2024 |
| Hub Investment Partners, Llc | Austin | TX | 05/2024 | Present |
(1) Personal sales account on eBay | Investment Related: No | Houston, TX | Personal sales weekend hobby | Sales | 02/2023 | Hours Per Month: < 20 | Hours Spent during Security Trading: 0 | Weekend hobby selling antiques and other personal items.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-30 |
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