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Account
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3200 Steck Ave Suite 200, Austin, TX 78757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-25 |
Branch Locations
3200 Steck Ave Suite 200, Austin, TX 78757 • United States
6300 183A Toll Road Suite 260, Cedar Park, TX 78641 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 08/2015 | 02/2017 |
| Ubs Financial Services | Plano | TX | 03/2017 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 10/2019 | 02/2022 |
| Hilltop Securities | Dallas | TX | 02/2022 | 03/2024 |
| Oakwell Private Wealth Management | Austin | TX | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-02 |
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