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5900 Balcones Drive #21803, Austin, TX 78731 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-22 |
Branch Locations
5900 Balcones Drive, #21803, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evensky & Katz/Foldes Wealth Management | Coral Gables | FL | 07/2016 | 08/2021 |
| Austin Asset | Austin | TX | 08/2021 | 04/2024 |
| Wealth Beyond Math Llc | Austin | TX | 05/2024 | Present |
| Kinder Institute Of Life Planning | Littleton | MA | 10/2025 | Present |
Kinder Institute of Life Planning; Not investment-related; 690 Great Road, Littleton, MA 01460; Professional development organization; Assistant Trainer; 10/2025; 40 hours/month devoted; 10/month during securities trading hours; Provide training to financial advisors to incorporate financial planning into client work and review and grade case studies.
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