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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brooklyn Fi, Llc | Austin | TX | 09/2020 | 01/2022 |
| Plainscapital Bank | Austin | TX | 09/2017 | 09/2020 |
| Integrated Financial Planning Center | Austin | TX | 01/2017 | 09/2017 |
| Coronado High School / Texas Tech University | Lubbock | TX | 09/2010 | 12/2016 |
| Lgbtq Wealth Planning Llc | Austin | TX | 05/2025 | Present |
| Carta | San Francisco | CA | 02/2022 | 12/2024 |
| Fifteenth | San Francisco | CA | 01/2025 | Present |
the name of the other business; Fifteenth whether the business is investment-related; non investment related the address of the other business; 95 3rd Street 2nd FL San Francisco, CA 94103 the nature of the other business; Income Taxes your position; title, or relationship with the other business; Tax Advisor the start date of your relationship; 01/2025 the approximate number of hours/month you devote to the other business; 80 hours a month the number of hours you devote to the other business during securities trading hours; 80 hours a month and briefly describe your duties relating to the other business; Preparation of Income Tax Returns for Individuals.
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