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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
Branch Locations
6300 Bee Cave Road Building One, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Charlotte | NC | 01/2020 | 03/2021 |
| Rhi General Group | San Ramon | CA | 01/2020 | 08/2020 |
| Clean Juice | Fort Mill | SC | 06/2019 | 12/2019 |
| Lephew Financial Services | Rock Hill | SC | 09/2017 | 06/2019 |
| Winthrop University | Rock Hill | SC | 09/2017 | 06/2018 |
| Michelin | Greenville | SC | 06/2017 | 09/2017 |
| Pump House | Rock Hill | SC | 08/2016 | 06/2017 |
| Quiktrip | Greer | SC | 05/2016 | 10/2016 |
| Dimensional Fund Advisors | Austin | TX | 04/2021 | Present |
(1) Omni Hotels Management Corporation Investment-related - no;8212 Barton Club Dr. Austin, TX 78735;Hospitality/Recreation; Employee/contractor;Employee;07/20/2024;20;0;Golf course maintenance & cart attendant (2) Aviator Nation; Investment Related - No; 1325 S Congress Avenue, Austin, Texas 78704; Hospitality; Employee/contractor; Employee; 11/06/2025; 5; 0; Bartending Events
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-20 |
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