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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-29 |
| CA | RA | APPROVED | 2019-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hartford Funds Distributors, Llc | Radnor | PA | 07/2016 | 04/2017 |
| John Hancock Investment Management Distributors Llc | Boston | MA | 04/2017 | 05/2019 |
| John Hancock Advisers, Llc | Boston | MA | 11/2018 | 05/2019 |
| Old Vine Capital, Llc | Austin | TX | 04/2017 | Present |
VILLA TERRA BELLA, LLC- As of April 11th, 2017. Managing member of the LLC which is a property management company. The property management company maintains the rental of private real estate and oversees viticulture. Requires about 5-10 hours per month and zero time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-06-27 |
| S65 | Uniform Investment Adviser Law Examination | 2012-08-24 |
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