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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-22 |
Branch Locations
6300 Bee Cave Road Building One, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tcg Advisory Services Llc | Austin | TX | 08/2020 | 12/2021 |
| Tcg Advisors Lp | Austin | TX | 08/2017 | 08/2020 |
| University Of Texas At Austin | Austin | TX | 08/2015 | 05/2019 |
| Hub International | Chicago | IL | 08/2021 | 12/2022 |
| Alternative Wealth | Irvine | CA | 02/2023 | 06/2023 |
| Dimensional Fund Advisors | Austin | TX | 06/2023 | Present |
ATX Custom Wedges; Investment Related - No; Home Business; Customizing golf club wedges; Founder; Owner; 03/31/2026; 5; 0; Crafting custom wedges for golfing
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-05 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-31 |
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