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777 East Austin, Nacogdoches, TX 75965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-01-12 |
| MO | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2023-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Houston | TX | 12/2015 | 09/2020 |
| Raymond James Financial Services Advisors Inc. | Houston | TX | 12/2016 | 09/2020 |
| Clarus Wealth Group | Houston | TX | 09/2017 | 09/2020 |
| Edward Jones | St. Louis | MO | 10/2020 | 03/2023 |
| Uptick Partners, Llc | Nacogdoches | TX | 03/2023 | Present |
1) HOLISTIC TAX SOLUTIONS, LLC: NOT INVESTMENT RELATED: NACOGDOCHES, TX: ACCOUNTING FIRM: OWNER: 01/01/2024: HOURS PER MONTH; 5: HOURS DURING TRADING HOURS, 5: TAX ADVICE/PREPARATION BUSINESS. 2) Uptick Partners DBA, owned by Holistic Planning LLC; Not investment related - IAR Recruiting; 777 East Austin St, Nacogdoches, TX 75965; Owner; 3/4/24; 5 hours per month during trading hours; Recruiting and transition consulting. 3) Published book The Bridge Builder Path To Independence; investment related (for breakaway advisors); 777 East Austin, Nacogdoches, TX 75965; co-author; 8/15/24; 0 Hours during securities trading hours; co-author 4) HolisticOS; Investment Related; 777 East Austin St, Nacogdoches, TX 75965; Founder; June 1, 2026; 10 HRS/MTH during securities trading hours; Founder
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-24 |
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