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801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-16 |
Branch Locations
Santa Monica, CA • United States
801 Barton Springs Rd, Austin, TX 78704 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Manhattan Beach | CA | 12/2015 | 09/2018 |
| Madrid Financial Services | Manhattan Beach | CA | 09/2016 | 09/2018 |
| Patriot Wealth Management | Torrance | CA | 11/2018 | 10/2020 |
| Lpl Financial Llc | Newport Beach | CA | 08/2020 | 06/2021 |
| Level Four Advisory Services, Llc | Newport Beach | CA | 10/2020 | 06/2021 |
| Integrated Wealth Concepts, Llc | Newport Beach | CA | 03/2021 | 06/2021 |
| Raymond James Financial Services, Inc. | Long Beach | CA | 06/2021 | 10/2023 |
| Raymond James Financial Services Advisors, Inc. | Long Beach | CA | 06/2021 | 10/2023 |
| Crux Wealth Advisors | Long Beach | CA | 06/2021 | 10/2023 |
| Root Financial Partners | Solana Beach | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-08 |
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