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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-02 |
| NM | RA | APPROVED | 2025-09-09 |
| SD | RA | APPROVED | 2025-09-09 |
| AZ | RA | APPROVED | 2025-09-08 |
| DE | RA | APPROVED | 2025-09-08 |
| IN | RA | APPROVED | 2025-09-08 |
| KY | RA | APPROVED | 2025-09-08 |
| SC | RA | APPROVED | 2024-03-11 |
| FL | RA | APPROVED | 2023-06-16 |
| CA | RA | APPROVED | 2023-06-15 |
| VA | RA | APPROVED | 2022-12-15 |
| CO | RA | APPROVED | 2022-04-26 |
| GA | RA | APPROVED | 2021-11-19 |
| LA | RA | APPROVED | 2021-09-20 |
| MS | RA | APPROVED | 2016-10-13 |
| MO | RA | APPROVED | 2016-10-13 |
| TX | RA | APPROVED | 2016-08-06 |
Branch Locations
3305 Northland Dr. Suite 414, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Momentum Independent Network Inc. | Austin | TX | 07/2015 | Present |
1] Rotary San Antonio; Non-Investment Related, San Antonio, TX, Non-Profit, Treasurer, Start Date 8/1/2025, 4 hrs/mo non-business hrs, 0 hrs/mo business hrs, Report financials/bank amounts to members and help with budgets.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-06 |
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