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3301 Northland Drive Suite 330, Austin, TX 78731 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-31 |
Branch Locations
3301 Northland Drive Suite 330, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Archer Investment Corporation | Austin | TX | 12/2014 | 09/2017 |
| Aa Cpa Tax Strategies Llc | Austin | TX | 12/2013 | Present |
| Abaris Business Solutions Llc | Austin | TX | 02/2012 | Present |
| 1St Global Advisors Inc | Austin | TX | 09/2017 | 01/2018 |
| Global Financial Private Capital | Austin | TX | 01/2018 | 02/2019 |
| Brookstone Capital Management | Austin | TX | 01/2019 | 06/2024 |
| Aa Wealth Strategies Llc | Austin | TX | 02/2022 | Present |
1.) ABARIS BUSINESS SOLUTIONS LLC POSITION: Managing Member NATURE: The business was started with the intent to provide business consultancy services related business turnaround and tax advisory services. No services are offered currently. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2013 ADDRESS: 3301 Northland Drive, AUSTIN TX 78746, United States DESCRIPTION: Owner - Managing Member. 2.) AA CPA TAX STRATEGIES LLC - 3301 NORTHLAND DRIVE, SUITE 330 AUSTIN, TX 78731 - LIMITED LIABILITY COMPANY - OWNER - TAX PLANNING, BUSINESS ADVISORY, TAX PREPARATION AND BOOKKEEPING - 30-35 HOURS / WEEK INSURANCE SALES - SELLS LIFE INSURANCE AND FIXED ANNUITIES - START DATE 2/1/2018 - NON INVESTMENT-RELATED - SPEND 2-5 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-03 |
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