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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-04 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Wealth Strategies | Austin | TX | 05/2016 | 08/2018 |
| Raymond James Financial Services, Inc | Austin | TX | 08/2018 | 06/2021 |
| Southside Bank | Austin | TX | 08/2018 | 06/2021 |
| Hub Investment Partners, Llc | Austin | TX | 06/2021 | Present |
#1 Texas State University Development Foundation. Not investment related. Austin, TX. Position: Board Trustee. Nature: I serve as a board of trustee member for this organization. Start: 9/1/2023. Hours a month:10. Hours during trading:0. #2 Texas State University. Not investment related. Crosby, TX. Position: Professor. Nature: I lecture multiple courses at Texas State that cover content related to personal finances. Start: 1/1/2018. Hours a month:2. Hours during trading:0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-21 |
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