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3200 Steck Ave Suite 200, Austin, TX 78757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-06 |
Branch Locations
1619 East Common Street Suite 1101, New Braunfels, TX 78130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hoffmann Financial Services | New Braunfels | TX | 01/2010 | 02/2025 |
| Ameritas Investment Company, Llc | Lincoln | NE | 07/2012 | 02/2025 |
| Ameritas Life Insurance Corp | Lincoln | NE | 03/2011 | 02/2025 |
| May Kay Cosmetics | New Braunfels | TX | 11/2014 | 02/2025 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 12/2021 | 02/2025 |
| Oakwell Private Wealth Management | New Braunfels | TX | 02/2025 | Present |
The Rotary Club of New Braunfels, Non-investment related, P.O. Box 310587 New Braunfels, TX 78131 USA, Nonprofit service organization, I am Club President (July 1, 2024 - June 30, 2025), I have been a member since May 23, 2018. I devote about 18 hours per month to Rotary, 10 of those hours per month during trading hours. I am responsible for presiding over the weekly meetings, monthly board meetings, and overall operations of the club. I assist in preparing the budget, organizing, and overseeing the committees of the club, and fundraising. The Braunfels Foundation Trust is a non-investment related nonprofit organization that gives scholarships to people entering trade and technical education programs. The address is 325 S. Castell Ave, New Braunfels, TX 78130 USA. I have been a financial supporter and a committee member of the Tablescapes fundraiser since January of 2020. I devote an average of 24 hours per YEAR to this organization, 8 of those hours during trading hours. The Sophienburg Museum and Archives is a non-investment related nonprofit organization. The address is 401 W. Coll St. New Braunfels, TX 78130 USA. I am a current voting board member and have served since April of 2021. As a board member I assist in overseeing the operations of the organization. I devote an average of 4 hours per month to this role, non during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-04 |
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