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7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-26 |
| WI | RA | APPROVED | 2024-01-18 |
| VA | RA | APPROVED | 2024-01-03 |
| PA | RA | APPROVED | 2023-10-02 |
| AK | RA | APPROVED | 2022-12-22 |
| WA | RA | APPROVED | 2022-12-22 |
| FL | RA | APPROVED | 2022-09-09 |
| CA | RA | APPROVED | 2022-05-11 |
| TX | RA | APPROVED | 2021-09-07 |
Branch Locations
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Seattle | WA | 11/2014 | 08/2017 |
| Millennial Wealth Llc, | Seattle | WA | 09/2017 | 11/2018 |
| Virtual Partners Group, Inc. | Woodland Hills | CA | 05/2018 | 04/2019 |
| Far North Capital Llc | Anchorage | AK | 12/2018 | 04/2019 |
| Independent Financial Partners | Anchorage | AK | 04/2019 | 04/2020 |
| Forefront Wealth Partners | Austin | TX | 08/2021 | 03/2024 |
| Calton & Associates, Inc. | Tampa | FL | 05/2020 | 01/2023 |
| Forefront Insurance Partners | Austin | TX | 02/2021 | Present |
| Forefront Tax Partners | Austin | TX | 02/2021 | Present |
| Forefront Wealth Partners | Austin | TX | 04/2024 | Present |
(1) Forefront Tax Partners, 7500 Rialto Blvd, Bldg. 1, Suite 250, Austin, TX 78735 | Tax Return Preparation, Not Investment Related | Tax Preparer, gather and organize documents in preparation tax review and filing | 03/2021 | 10 hours per month | 0 hours per month during trading hours. (2) Forefront Insurance Partners, 7500 Rialto Blvd, Bldg. 1, Suite 250, Austin, Texas 78735 | Insurance, Not Investment Related | Agent, uncover client's life insurance needs and sell life insurance products that meet their needs and are in their best interest | 03/2021 | 10-20 hours per month | 5-10 hours per month during trading hours. (3) 401GO, Inc., 8427 Old Bingham Hwy, Ste A, West Jordan, UT 84088 | Plan Administration, Investment Related | Plan Adviser; monitor and recommend asset classes, investment options, and QDIAs to be available under the plan; develop investment policy statements | 08/2021 | 2-5 hours per month | 2-5 hours per month during trading hours. (4) Remotasks; AI chatbot trainer; Start Date: 09/01/2023. 10 hours per month during nontrading hours. Non-investment related, Duties: reviewing AI chatbot training models for accuracy, safety, and in-character responses of the AI chatbot.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-16 |
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