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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-27 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
9433 Bee Caves Road Suite 145 , Austin , TX 78733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foreside Fund Services, Llc | Wheaton | IL | 02/2021 | 05/2023 |
| Innovator Capital Management, Llc | Wheaton | IL | 01/2021 | 02/2021 |
| Morgan Stanley | Oak Brook | IL | 01/2020 | 08/2020 |
| Fitzgerald's Food | West Simsbury | CT | 06/2016 | 01/2020 |
| Wheaton College | Wheaton | IL | 08/2018 | 12/2020 |
| Deerfoot Lodge | Adirondacks | NY | 06/2019 | 08/2019 |
| Evolution Soccer | Hartford | CT | 05/2018 | 06/2018 |
| Wheaton College | Wheaton | IL | 10/2017 | 05/2018 |
| Dimensional Fund Advisors | Austin | TX | 06/2023 | 07/2026 |
| &Partners | Nashville | TN | 07/2026 | Present |
BB's;Investment-related - no;1814 Harvey St, Austin, TX 78702;Food truck;Partial owner;Partial owner;Aug 14, 2024;12;0;Partial owner and operator of this company, managing personnel schedules and occasionally working in the truck BB'S TEXAS, LLC POSITION: Co-Owner NATURE: Smash burger Food truck in East Austin Suburbs. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2024 ADDRESS: Austin, TX 78702, United States DESCRIPTION: Payroll, Employee management, and marketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-22 |
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