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5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-04 |
Branch Locations
5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ryan Labs Asset Management | New York | NY | 07/2008 | 07/2019 |
| Sun Life Institutional Distributors (U.S.) Llc | New York | NY | 09/2017 | 11/2020 |
| Sun Life Capital Management (U.S.) Llc | New York | NY | 07/2019 | 01/2020 |
| Ryan Labs Asset Management | New York | NY | 07/2019 | 11/2020 |
| Sun Life Capital Management (U.S.) Llc | New York | NY | 01/2020 | 11/2020 |
| Usc Price School Of Policy | Los Angles | CA | 09/2020 | 05/2022 |
| Usc Center For Economic Development | Los Angeles | CA | 01/2021 | 01/2022 |
| Corner Alliance | Washington | DC | 05/2022 | 11/2025 |
| Sage Advisory Services | Austin | TX | 11/2025 | Present |
Bramli, LLC, non-investment related. 15444 Cabrito Road Van Nuys, CA 91406. Was founded in September 2021. Less than 1 hour per month devoted, 0 hours during securities trading hours. No Wyld, LLC, passive investment, 2114 Golfview Dr. Charleston, SC 29412. Silent partner, 0 hours per month devoted.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-28 |
| S66 | Uniform Combined State Law Examination | 2006-12-08 |
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