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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED | 2026-06-17 |
| CO | RA | APPROVED | 2026-06-16 |
Branch Locations
Austin, TX • United States
7250 Redwood Blvd Suite 300, Novato, CA 94945 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-05 |
| CA | RA | APPROVED | 2025-09-04 |
Branch Locations
7250 Redwood Blvd Suite 300, Novato, CA 94945 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2017 | 04/2018 |
| University Of Colorado - Boulder | Boulder | CO | 08/2012 | 05/2017 |
| Unemployed | Boulder | CO | 06/2017 | 08/2017 |
| Vail Resorts Management Company | Broomfield | CO | 08/2016 | 04/2017 |
| Jpmorgan Chase Bank Na | Scottsdale | AZ | 05/2018 | 01/2020 |
| Jpmorgan Securities Llc | Scottsdale | AZ | 05/2018 | 01/2020 |
| Robinhood Financial, Llc | Denver | CO | 01/2020 | 04/2022 |
| Mcm Wealth | Novato | CA | 12/2022 | 06/2026 |
| Unemployed | Lakewood | CO | 04/2022 | 07/2022 |
| Quontic Bank | Lakewood | CO | 07/2022 | 11/2022 |
| Vectis Capital | Austin | TX | 06/2026 | Present |
Brian Jackson is dually registered as an Investment Adviser Representative with Vectis Capital. Mr. Jackson spends 80 hours per month on this activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-06 |
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