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111 Congress Avenue Suite 500, Austin, TX 78701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-07 |
Branch Locations
111 Congress Avenue Suite 500, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 08/2016 | 04/2019 |
| Gerson Lehrman Group | Austin | TX | 04/2019 | 08/2019 |
| St. Stephens Episcopal School | Austin | TX | 08/2019 | 09/2022 |
| Carvalho Investment Group, Llc | Austin | TX | 12/2020 | Present |
CONATION TECHNOLOGY, LLC; NOT INVESTMENT-RELATED; 4120 COMMERCIAL CENTER DR., STE. 150, AUSTIN, TX 78744; SUPPLIER OF REFURBISHED WAFER MANUFACTURING AND PROCESSING EQUIPMENT; PROJECT MANAGER, START DATE 4/2023; APPROXIMATELY 50 HRS/MO OUTSIDE TRADING HOURS; CONTROL DOCUMENTATION IN EQUIPMENT TRANSFER FOR SHORT-TERM PROJECT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-16 |
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