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Thomas J Panagiotou

Oakwell Private Wealth Management

Austin, TX

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Current Employers
Oakwell Private Wealth Management

3200 Steck Ave Suite 200, Austin, TX 78757 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-30
  • TX RA
    APPROVED
    Since 2026-05-30

Branch Locations

3200 Steck Ave Suite 200, Austin, TX 78757 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oakwell Private Wealth Management Austin TX 06/2016 01/2018
Lpf, Pllc Austin TX 01/2015 Present
Previous Registrations
Other Businesses

MANAGING PARTNER AT A CPA FIRM

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-29
  • S65 Uniform Investment Adviser Law Examination
    2026-05-29

View on SEC IAPD

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OSAIC WEALTH, INC.

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DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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