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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-12 |
| NM | RA | APPROVED | 2024-07-25 |
| TX | RA | APPROVED | 2024-04-10 |
Branch Locations
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetbuilder | Plano | TX | 10/2014 | 01/2019 |
| Assetbuilder | Plano | TX | 01/2019 | 07/2021 |
| Thrivent Advisor Network, Llc | Austin | TX | 07/2021 | 12/2022 |
| 49 Wealth Management, Llc | Austin | TX | 01/2023 | 04/2024 |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-20 |
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