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200 Central Ave 4Th Floor, St Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-16 |
| FL | RA | APPROVED | 2026-04-22 |
Branch Locations
200 Central Ave 4Th Floor, St Petersburg, FL 33701 • United States
Buda, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carlsbad | CA | 11/2015 | 08/2018 |
| Leafhouse Financial Advisors, Llc | Austin | TX | 09/2018 | 02/2021 |
| Lowenberg Group, Llc | Austin | TX | 02/2021 | 06/2021 |
| Leafhouse Financial Advisors, Llc | Austin | TX | 06/2021 | 09/2025 |
| Nestimate, Inc. | Austin | TX | 09/2025 | Present |
| Nestimate Investment Management, Llc | Austin | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-05 |
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