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801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| CO | RA | APPROVED | 2024-04-01 |
Branch Locations
801 Barton Springs Rd, Austin, TX 78704 • United States
Littleton, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Capital | Denver | CO | 09/2016 | 03/2019 |
| Personal Capital | Denver | CO | 04/2019 | 04/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 03/2024 |
| Root Financial Partners | Solana Beach | CA | 03/2024 | Present |
Homefield Sports / Owner. E-Commerce; Sporting goods and apparel. Reselling online through Amazon and Shopify. Devotes 3 hours/month to this business and 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-16 |
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